Waypoint Wealth Counsel Ishares Msci Usa Min Vol Facto Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
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 6,972 shares of USMV stock, worth $640,447. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,972
Previous 6,948
0.35%
Holding current value
$640,447
Previous $617 Million
5.84%
% of portfolio
0.41%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding USMV
# of Institutions
1,405Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.54 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.45 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.22 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$941 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$608 Million1.27% of portfolio