Shared Vision Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,702 shares of USMV stock, worth $233,398. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,702
Previous 4,024
32.85%
Holding current value
$233,398
Previous $336 Million
32.55%
% of portfolio
0.13%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,247Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.95 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.49 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.39 Billion0.9% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$821 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$552 Million0.2% of portfolio