Number of Shares
116,596.00
Current Holdings Value*
$7.47 Mil
% of Portfolio
6.66%
Total Estimate Gain
$4.27 Mil
% of Total Estimate Gain
65.32%

ADVANTAGE INVESTMENT MANAGEMENT, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2019-09-30, ADVANTAGE INVESTMENT MANAGEMENT, LLC held 116,596.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $7.47 Mil. This investment constitutes 6.66% of their stock portfolio, and ADVANTAGE INVESTMENT MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2018Q3. And since then ADVANTAGE INVESTMENT MANAGEMENT, LLC has made 5 purchases of USMV, at an average price of $56.10, for a total of 116,596.00 shares. Based on historical transaction data and USMV's current price of $92.74, ADVANTAGE INVESTMENT MANAGEMENT, LLC's estimated gain on his USMV holdings is $4.27 Mil, reflecting a 65.32% gain to date.

ADVANTAGE INVESTMENT MANAGEMENT, LLC USMV ($92.74) Holding Chart

ADVANTAGE INVESTMENT MANAGEMENT, LLC USMV ($92.74) 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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