Tolleson Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 25,024 shares of USMV stock, worth $2.28 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
25,024
Previous 25,242
0.86%
Holding current value
$2.28 Million
Previous $2.11 Million
0.43%
% of portfolio
0.41%
Previous 0.41%
Shares
22 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