Cyndeo Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 41,017 shares of USMV stock, worth $3.72 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
41,017
Previous 51,603 20.51%
Holding current value
$3.72 Million
Previous $4.33 Million 13.55%
% of portfolio
0.27%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$83.76 - $91.82 $886,683 - $972,006
-10,586 Reduced 20.51%
41,017 $3.75 Million
Q2 2024

Jul 30, 2024
SELL
$79.92 - $84.63 $1.29 Million - $1.37 Million
-16,163 Reduced 23.85%
51,603 $4.33 Million
Q1 2024

Apr 16, 2024
SELL
$77.86 - $83.58 $289,016 - $310,248
-3,712 Reduced 5.19%
67,766 $5.66 Million
Q4 2023

Jan 12, 2024
BUY
$70.56 - $78.63 $5.04 Million - $5.62 Million
71,478 New
71,478 $5.58 Million

Others Institutions Holding USMV

# of Institutions
1,252
Shares Held
203M
Call Options Held
16.1K
Put Options Held
3.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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