Sterling Group Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Sterling Group Wealth Management, LLC
- $192 Million
- Q4 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 8,385 shares of USMV stock, worth $757,752. This represents 0.39% of its overall portfolio holdings.
Number of Shares
8,385
Previous 8,385
-0.0%
Holding current value
$757,752
Previous $765,000
2.75%
% of portfolio
0.39%
Previous 0.41%
Shares
5 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