Summit Trail Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 28,793 shares of USMV stock, worth $2.42 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
28,793
Previous 14,885
93.44%
Holding current value
$2.42 Million
Previous $1.16 Million
107.24%
% of portfolio
0.06%
Previous 0.04%
Shares
20 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