Mount Yale Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,945 shares of USMV stock, worth $808,359. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,945
Previous 10,345
13.53%
Holding current value
$808,359
Previous $918,000
8.82%
% of portfolio
0.08%
Previous 0.08%
Shares
25 transactions
Others Institutions Holding USMV
# of Institutions
1,394Shares Held
204MCall 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