Tanglewood Legacy Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Tanglewood Legacy Advisors, LLC
- $212 Billion
- Q2 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 30,711 shares of USMV stock, worth $2.8 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
30,711
Previous 31,889
3.69%
Holding current value
$2.8 Million
Previous $2.67 Billion
3.25%
% of portfolio
1.22%
Previous 1.31%
Shares
7 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$894 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$547 Million1.63% of portfolio