Able Wealth Management LLC USMV Holdings History
Able Wealth Management LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 70,311.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.59 Mil. This investment constitutes 3.89% of their stock portfolio, and Able Wealth Management LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 4 purchases of USMV, at an average price of $75.20, for a total of 71,292.00 shares. In addition, there have been 1 sales at an average price of $82.40 for 981.00 shares. Based on historical transaction data and USMV's current price of $94.00, Able Wealth Management LLC's estimated gain on his USMV holdings is $1.33 Mil, reflecting a 24.78% gain to date.
Able Wealth Management LLC USMV ($94.00) Holding Chart
Able Wealth Management LLC USMV ($94.00) 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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