Capital Advisors, Ltd. LLC USMV Holdings History
Capital Advisors, Ltd. LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 248,400.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $23.27 Mil. This investment constitutes 3.06% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.1% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Capital Advisors, Ltd. LLC has made 7 purchases of USMV, at an average price of $56.63, for a total of 397,701.00 shares. In addition, there have been 19 sales at an average price of $70.78 for 149,301.00 shares. Based on historical transaction data and USMV's current price of $92.44, Capital Advisors, Ltd. LLC's estimated gain on his USMV holdings is $11.01 Mil, reflecting a 48.89% gain to date.
Capital Advisors, Ltd. LLC USMV ($92.44) Holding Chart
Capital Advisors, Ltd. LLC USMV ($92.44) 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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