Sterling Group Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 8,385 shares of USMV stock, worth $783,745. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,385
Previous 9,009
6.93%
Holding current value
$783,745
Previous $756,000
1.19%
% of portfolio
0.41%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,263Shares Held
202MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.99 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.49 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$958 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$926 Million0.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$561 Million1.63% of portfolio