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 $882,722. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,508
Previous 9,474
0.36%
Holding current value
$882,722
Previous $809 Million
10.62%
% of portfolio
0.59%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,456Shares Held
204MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.63 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.31 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.22 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$951 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$620 Million1.13% of portfolio