Blake Schutter Theil Wealth Advisors, LLC USMV Holdings History
Blake Schutter Theil Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 26,482.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.48 Mil. This investment constitutes 2.82% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q3. In addition, there have been 1 sales at an average price of $91.75 for 264.00 shares. Based on historical transaction data and USMV's current price of $93.84, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his USMV holdings is $151,365.52, reflecting a 6.42% gain to date.
Blake Schutter Theil Wealth Advisors, LLC USMV ($93.84) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC USMV ($93.84) 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
