Wr Wealth Planners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,728 shares of USMV stock, worth $252,694. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,728
Previous 2,961
7.87%
Holding current value
$252,694
Previous $248,000
0.4%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding USMV
# of Institutions
1,259Shares Held
204MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.97 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.48 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$949 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$918 Million0.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$556 Million1.63% of portfolio