Optimist Retirement Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Optimist Retirement Group LLC
- $204 Million
- Q2 2025
A detailed history of Optimist Retirement Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Optimist Retirement Group LLC holds 2,712 shares of USMV stock, worth $258,806. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,712
Previous 2,712
-0.0%
Holding current value
$258,806
Previous $254,000
-0.0%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,463Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.31 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.2 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$978 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$637 Million1.13% of portfolio