One Ascent Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,998 shares of USMV stock, worth $419,931. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,998
Previous 5,050
1.03%
Holding current value
$419,931
Previous $394,000
6.09%
% of portfolio
0.16%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$799 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$537 Million0.2% of portfolio