A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 53,418 shares of USMV stock, worth $4.78 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
53,418
Previous 49,029 8.95%
Holding current value
$4.78 Million
Previous $3.8 Million 1.39%
% of portfolio
1.47%
Previous 1.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

BUY
$66.73 - $79.1 $292,877 - $347,169
4,389 Added 8.95%
53,418 $3.75 Million
Q1 2022

Apr 29, 2022

SELL
$71.88 - $80.4 $145,844 - $163,131
-2,029 Reduced 3.97%
49,029 $3.8 Million
Q4 2021

Feb 07, 2022

BUY
$73.28 - $81.04 $3.74 Million - $4.14 Million
51,058 New
51,058 $4.13 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.