Cassaday & CO Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 7,866 shares of USMV stock, worth $705,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,866
Previous 7,866 -0.0%
Holding current value
$705,265
Previous $660,000 8.79%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
SELL
$71.44 - $74.33 $4,000 - $4,162
-56 Reduced 0.71%
7,866 $584,000
Q1 2023

May 03, 2023
SELL
$69.12 - $73.78 $5,944 - $6,345
-86 Reduced 1.07%
7,922 $576,000
Q4 2022

Feb 07, 2023
BUY
$65.75 - $75.5 $526,526 - $604,604
8,008 New
8,008 $0

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email