1900 WEALTH MANAGEMENT LLC USMV Holdings History
Number of Shares
57,722.00
Current Holdings Value*
$5.41 Mil
% of Portfolio
0.45%
Total Estimate Gain
$4.96 Mil
% of Total Estimate Gain
19.31%
1900 WEALTH MANAGEMENT LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 57,722.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.41 Mil. This investment constitutes 0.45% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. In addition, there have been 17 sales at an average price of $75.96 for 332,424.00 shares. Based on historical transaction data and USMV's current price of $93.87, 1900 WEALTH MANAGEMENT LLC's estimated gain on his USMV holdings is $4.96 Mil, reflecting a 19.31% gain to date.
1900 WEALTH MANAGEMENT LLC USMV ($93.87) Holding Chart
1900 WEALTH MANAGEMENT LLC USMV ($93.87) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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