Balboa Wealth Partners Ishares Msci Usa Min Vol Facto Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Balboa Wealth Partners holds 2,482 shares of USMV stock, worth $233,804. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,482
Previous 2,482
-0.0%
Holding current value
$233,804
Previous $232,000
1.72%
% of portfolio
0.04%
Previous 0.05%
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