Diversify Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,024 shares of USMV stock, worth $365,580. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,024
Previous 3,247
23.93%
Holding current value
$365,580
Previous $298 Million
18.24%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,396Shares Held
203MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.52 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.44 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.2 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$931 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$602 Million1.27% of portfolio