Sovereign Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 323,837 shares of USMV stock, worth $29.5 Million. This represents 9.86% of its overall portfolio holdings.
Number of Shares
323,837
Previous 321,472
0.74%
Holding current value
$29.5 Million
Previous $26.9 Million
1.19%
% of portfolio
9.86%
Previous 9.56%
Shares
18 transactions
Others Institutions Holding USMV
# of Institutions
1,248Shares Held
203MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$933 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$893 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$546 Million1.63% of portfolio