Wfa Of San Diego, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wfa Of San Diego, LLC
- $109 Million
- Q2 2024
A detailed history of Wfa Of San Diego, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 4,354 shares of USMV stock, worth $396,823. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,354
Previous 1,244
250.0%
Holding current value
$396,823
Previous $90,000
305.56%
% of portfolio
0.33%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$894 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$547 Million1.63% of portfolio