Schrum Private Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Schrum Private Wealth Management LLC
- $110 Million
- Q1 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 12,025 shares of USMV stock, worth $1.03 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
12,025
Previous 9,997
20.29%
Holding current value
$1.03 Million
Previous $780,000
28.85%
% of portfolio
0.91%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.92 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.48 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.37 Billion0.9% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$811 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$545 Million0.2% of portfolio