Brass Tax Wealth Management, Inc Ishares Msci Usa Min Vol Facto Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 38,068 shares of USMV stock, worth $3.41 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
38,068
Previous 40,809
6.72%
Holding current value
$3.41 Million
Previous $3.43 Billion
99.9%
% of portfolio
1.38%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,283Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$1.96 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.46 Billion0.13% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$919 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$888 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$480 Million0.22% of portfolio