Wealth Enhancement & Preservation Of Ga, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 02, 2021	SELL	$61.66 - $67.88 $3.46 Million - $3.81 Million	-56,062 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$60.74 - $66.36 $920,453 - $1.01 Million	15,154 Added 37.04%	56,062 $3.57 Million
Q2 2020 Sep 08, 2020	SELL	$51.94 - $64.01 $900,691 - $1.11 Million	-17,341 Reduced 29.77%	40,908 $2.48 Million
Q1 2020 Apr 27, 2020	BUY	$46.61 - $69.67 $2.71 Million - $4.06 Million	58,249 New	58,249 $3.14 Million

Others Institutions Holding USMV

# of Institutions

1,461

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

Bank Of America Corp Charlotte, NC

13.7M
Shares

$1.3 Billion
0.1% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.3M
Shares

$1.27 Billion
0.45% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$1.19 Billion
0.08% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$975 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.68M
Shares

$635 Million
1.13% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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