Curio Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Curio Wealth, LLC holds 545 shares of USMV stock, worth $50,526. This represents 0.03% of its overall portfolio holdings.

Number of Shares

545

Holding current value

$50,526

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$88.59 - $94.57 $48,281 - $51,540	545 New	545 $48.4 Million

Others Institutions Holding USMV

# of Institutions

1,336

Shares Held

208M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.02 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.51 Billion
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.23 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$950 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$573 Million
0.37% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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