Ptm Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 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 9,474 shares of USMV stock, worth $876,723. This represents 0.85% of its overall portfolio holdings.
Number of Shares
9,474Holding current value
$876,723% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,423Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.55 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.46 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.23 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$948 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$613 Million1.27% of portfolio