Wealth Plan Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,447 shares of USMV stock, worth $294,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,447
Previous 8,080
57.34%
Holding current value
$294,063
Previous $630 Million
54.3%
% of portfolio
0.03%
Previous 0.06%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.92 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.48 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.37 Billion0.9% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$811 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$545 Million0.2% of portfolio