Org Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,185 shares of USMV stock, worth $111,627. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,185
Previous 1,143
3.67%
Holding current value
$111,627
Previous $107,000
4.67%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,485Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.98MShares$657 Million1.0% of portfolio