Shore Haven Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Shore Haven Wealth Partners, LLC
- $187 Million
- Q2 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 3,843 shares of USMV stock, worth $349,405. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,843
Previous 11,176
65.61%
Holding current value
$349,405
Previous $934,000
65.52%
% of portfolio
0.17%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio