Talisman Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 4,332 shares of USMV stock, worth $386,934. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,332
Previous 4,480
3.3%
Holding current value
$386,934
Previous $374,000
2.94%
% of portfolio
0.42%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.9 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.43 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$877 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$536 Million1.63% of portfolio