Waypoint Wealth Counsel Ishares Msci Usa Min Vol Facto Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Waypoint Wealth Counsel holds 9,822 shares of USMV stock, worth $840,959. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,822
Previous 9,794
0.29%
Holding current value
$840,959
Previous $819 Million
0.74%
% of portfolio
0.63%
Previous 0.63%
Shares
7 transactions
Others Institutions Holding USMV
# of Institutions
1,247Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.93 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.48 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.38 Billion0.9% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$814 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$547 Million0.2% of portfolio