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

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 3,857 shares of USMV stock, worth $357,698. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,857
Previous 3,442 12.06%
Holding current value
$357,698
Previous $250,000 14.4%
% of portfolio
0.17%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $29,647 - $30,846
415 Added 12.06%
3,857 $286,000
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $99,394 - $106,095
1,438 Added 71.76%
3,442 $250,000
Q4 2022

Feb 14, 2023
SELL
$65.75 - $75.5 $39,187 - $44,998
-596 Reduced 22.92%
2,004 $144,000
Q3 2022

Nov 10, 2022
SELL
$66.1 - $76.63 $21,812 - $25,287
-330 Reduced 11.26%
2,600 $172,000
Q2 2022

Aug 10, 2022
SELL
$66.73 - $79.1 $64,527 - $76,489
-967 Reduced 24.81%
2,930 $206,000
Q1 2022

May 13, 2022
SELL
$71.88 - $80.4 $72,886 - $81,525
-1,014 Reduced 20.65%
3,897 $302,000
Q4 2021

Feb 10, 2022
SELL
$73.28 - $81.04 $49,317 - $54,539
-673 Reduced 12.05%
4,911 $397,000
Q3 2021

Oct 29, 2021
SELL
$73.5 - $78.28 $48,142 - $51,273
-655 Reduced 10.5%
5,584 $410,000
Q2 2021

Aug 10, 2021
SELL
$69.72 - $73.7 $89,799 - $94,925
-1,288 Reduced 17.11%
6,239 $459,000
Q1 2021

May 11, 2021
SELL
$65.18 - $69.88 $252,311 - $270,505
-3,871 Reduced 33.96%
7,527 $521,000
Q4 2020

Feb 08, 2021
BUY
$61.66 - $67.88 $702,800 - $773,696
11,398 New
11,398 $774,000

Others Institutions Holding USMV

# of Institutions
1,396
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email