Wealthsource Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealthsource Partners, LLC holds 349,094 shares of USMV stock, worth $29.3 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
349,094
Previous 432,438
19.27%
Holding current value
$29.3 Million
Previous $31.3 Million
12.97%
% of portfolio
1.79%
Previous 2.16%
Shares
28 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$799 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$537 Million0.2% of portfolio