Polaris Wealth Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 141,264 shares of USMV stock, worth $12.9 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
141,264Holding current value
$12.9 Million% of portfolio
0.78%Shares
15 transactions
Others Institutions Holding USMV
# of Institutions
1,281Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$1.99 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.48 Billion0.13% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$933 Million0.58% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$902 Million0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$488 Million0.22% of portfolio