Sugarloaf Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 28,918 shares of USMV stock, worth $2.43 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
28,918
Previous 28,915
0.01%
Holding current value
$2.43 Million
Previous $2.26 Million
7.09%
% of portfolio
0.56%
Previous 0.57%
Shares
17 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio