Lineweaver Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Lineweaver Wealth Advisors, LLC
- $505 Million
- Q4 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 234,451 shares of USMV stock, worth $21.2 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
234,451
Previous 253,242
7.42%
Holding current value
$21.2 Million
Previous $23.1 Million
9.98%
% of portfolio
4.12%
Previous 4.67%
Shares
21 transactions
Others Institutions Holding USMV
# of Institutions
1,395Shares Held
203MCall 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$1.43 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$926 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$599 Million1.27% of portfolio