Vertex Planning Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,138 shares of USMV stock, worth $642,634. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,138
Previous 6,410
11.36%
Holding current value
$642,634
Previous $585 Million
8.28%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding USMV
# of Institutions
1,395Shares Held
203MCall 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$1.42 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.19 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$596 Million1.27% of portfolio