Astoria Portfolio Advisors LLC. USMV Holdings History
Astoria Portfolio Advisors LLC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Astoria Portfolio Advisors LLC. held 21,047.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $1.90 Mil. This investment constitutes 0.65% of their stock portfolio, and Astoria Portfolio Advisors LLC. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Astoria Portfolio Advisors LLC. has made 10 purchases of USMV, at an average price of $80.73, for a total of 166,700.00 shares. In addition, there have been 3 sales at an average price of $82.05 for 145,653.00 shares. Based on historical transaction data and USMV's current price of $94.00, Astoria Portfolio Advisors LLC.'s estimated gain on his USMV holdings is $471,936.61, reflecting a 3.51% gain to date.
Astoria Portfolio Advisors LLC. USMV ($94.00) Holding Chart
Astoria Portfolio Advisors 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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