Optimist Retirement Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Optimist Retirement Group LLC
- $196 Million
- Q1 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 $253,599. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,712
Previous 2,712
-0.0%
Holding current value
$253,599
Previous $241 Million
99.89%
% of portfolio
0.13%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.64 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.32 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.23 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$958 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$619 Million1.27% of portfolio