Wfa Of San Diego, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 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 4,677 shares of USMV stock, worth $435,335. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,677
Previous 4,354
7.42%
Holding current value
$435,335
Previous $365,000
16.99%
% of portfolio
0.37%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding USMV
# of Institutions
1,457Shares Held
204MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.63 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.31 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.22 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$954 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$621 Million1.13% of portfolio