Bourgeon Capital Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Bourgeon Capital Management LLC
- $566 Million
- Q4 2025
A detailed history of Bourgeon Capital Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,900 shares of USMV stock, worth $367,380. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$367,380
Previous $371,000
1.08%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,482Shares Held
197MCall 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, LLC6.98MShares$657 Million1.0% of portfolio