Ridgecrest Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 6,182 shares of USMV stock, worth $523,429. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,182
Previous 6,482
4.63%
Holding current value
$523,429
Previous $505,000
2.18%
% of portfolio
0.31%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
215MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.91 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.35 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$805 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$541 Million0.2% of portfolio