Summit Investment Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 26,900 shares of USMV stock, worth $2.26 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
26,900
Previous 27,166
0.98%
Holding current value
$2.26 Million
Previous $2.12 Billion
6.06%
% of portfolio
1.33%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.9 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 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$800 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$538 Million0.2% of portfolio