Wescott Financial Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 16,161 shares of USMV stock, worth $1.52 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,161
Previous 16,356
1.19%
Holding current value
$1.52 Million
Previous $1.54 Million
0.13%
% of portfolio
0.15%
Previous 0.16%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,483Shares 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, LLC6.83MShares$644 Million1.06% of portfolio