Walter & Keenan Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,385 shares of USMV stock, worth $216,844. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,385Holding current value
$216,844% of portfolio
0.06%Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
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Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
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Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
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Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio