Ptm Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 9,508 shares of USMV stock, worth $907,348. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,508
Previous 9,474 0.36%
Holding current value
$907,348
Previous $809 Million 10.62%
% of portfolio
0.59%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$85.42 - $94.39 $2,904 - $3,209
34 Added 0.36%
9,508 $895 Million
Q1 2025

May 07, 2025
BUY
$87.68 - $94.52 $830,680 - $895,482
9,474 New
9,474 $809 Million

Others Institutions Holding USMV

# of Institutions
1,463
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, 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 Ptm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email