Compass Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024

A detailed history of Compass Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Compass Wealth Management LLC holds 150 shares of USMV stock, worth $14,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 400 62.5%
Holding current value
$14,053
Previous $36.5 Million 63.53%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$88.59 - $94.57 $22,147 - $23,642
-250 Reduced 62.5%
150 $13.3 Million
Q3 2024

Oct 16, 2024
SELL
$83.76 - $91.82 $25,128 - $27,545
-300 Reduced 42.86%
400 $36.5 Million
Q4 2022

Feb 17, 2023
BUY
$65.75 - $75.5 $46,025 - $52,850
700 New
700 $50.5 Million

Others Institutions Holding USMV

# of Institutions
1,373
Shares Held
205M
Call Options Held
7.3K
Put Options Held
20K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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