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 $243,234. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,702
Previous 4,024
32.85%
Holding current value
$243,234
Previous $336 Million
32.55%
% of portfolio
0.13%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,253Shares Held
204MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.91 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$883 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$540 Million1.63% of portfolio