Altus Wealth Group LLC USMV Holdings History
Altus Wealth Group LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 7,072.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $662,400.00. This investment constitutes 0.31% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 5 purchases of USMV, at an average price of $69.01, for a total of 124,850.00 shares. In addition, there have been 11 sales at an average price of $82.90 for 117,778.00 shares. Based on historical transaction data and USMV's current price of $93.97, Altus Wealth Group LLC's estimated gain on his USMV holdings is $1.81 Mil, reflecting a 21.03% gain to date.
Altus Wealth Group LLC USMV ($93.97) Holding Chart
Altus Wealth Group LLC USMV ($93.97) 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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