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 $869,713. This represents 0.85% of its overall portfolio holdings.
Number of Shares
9,474Holding current value
$869,713% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.61 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.29 Billion0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.2 Billion0.48% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$941 Million0.58% of portfolio
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Wealth Enhancement Advisory Services, LLC6.62MShares$608 Million1.27% of portfolio