Cascades Capital Asset Management, LLC USMV Holdings History
Cascades Capital Asset Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Cascades Capital Asset Management, LLC held 12,151.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $1.14 Mil. This investment constitutes 0.63% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 1 purchases of USMV, at an average price of $90.53, for a total of 12,151.00 shares. Based on historical transaction data and USMV's current price of $94.00, Cascades Capital Asset Management, LLC's estimated gain on his USMV holdings is $42,130.34, reflecting a 3.83% gain to date.
Cascades Capital Asset Management, LLC USMV ($94.00) Holding Chart
Cascades Capital Asset Management, 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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