Walled Lake Planning & Wealth Management, LLC Ishares Msci Usa Min Vol Facto Call Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USMV

# of Institutions

1,243

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

Morgan Stanley New York, NY

22.5M
Shares

$1.89 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$1.45 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

15.9M
Shares

$1.34 Billion
0.91% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.51M
Shares

$797 Million
0.55% of portfolio
Envestnet Asset Management Inc

6.39M
Shares

$536 Million
0.2% of portfolio

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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