Ball & Co Wealth Management Inc. USMV Holdings History
Ball & Co Wealth Management Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 212,769.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $19.93 Mil. This investment constitutes 21.36% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.08% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $92.03 for 151,392.00 shares. Based on historical transaction data and USMV's current price of $93.55, Ball & Co Wealth Management Inc.'s estimated gain on his USMV holdings is $425,373.96, reflecting a 1.27% gain to date.
Ball & Co Wealth Management Inc. USMV ($93.55) Holding Chart
Ball & Co Wealth Management Inc. USMV ($93.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
