Delap Wealth Advisory, LLC Ishares Msci Usa Min Vol Facto Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 4,817 shares of USMV stock, worth $453,761. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,817
Previous 4,817
-0.0%
Holding current value
$453,761
Previous $452 Million
1.17%
% of portfolio
0.19%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,483Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.83MShares$644 Million1.06% of portfolio