Clear Perspectives Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 9,195 shares of USMV stock, worth $827,917. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,195
Previous 14,170
35.11%
Holding current value
$827,917
Previous $1.02 Million
34.57%
% of portfolio
0.37%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,397Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.51 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.42 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.19 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$923 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$596 Million1.27% of portfolio