Alan B. Lancz & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Alan B. Lancz & Associates, Inc.
- $108 Million
- Q3 2024
A detailed history of Alan B. Lancz & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 3,700 shares of USMV stock, worth $335,775. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$335,775
Previous $310,000
8.71%
% of portfolio
0.31%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,256Shares Held
204MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$930 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$891 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$544 Million1.63% of portfolio