Avant Capital LLC USMV Holdings History

Number of Shares
80,376.00
Current Holdings Value*
$7.53 Mil
% of Portfolio
6.26%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
21.82%

Avant Capital LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Avant Capital LLC held 80,376.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $7.53 Mil. This investment constitutes 6.26% of their stock portfolio, and Avant Capital LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 6 purchases of USMV, at an average price of $76.75, for a total of 82,328.00 shares. In addition, there have been 3 sales at an average price of $73.68 for 1,952.00 shares. Based on historical transaction data and USMV's current price of $93.97, Avant Capital LLC's estimated gain on his USMV holdings is $1.38 Mil, reflecting a 21.82% gain to date.

Avant Capital LLC USMV ($93.97) Holding Chart

Avant Capital 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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