Forthright Family Wealth Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 20,625 shares of USMV stock, worth $1.86 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
20,625
Previous 21,798
5.38%
Holding current value
$1.86 Million
Previous $1.82 Billion
4.95%
% of portfolio
1.12%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,252Shares Held
203MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.91 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$883 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$540 Million1.63% of portfolio