Chris Bulman Inc USMV Holdings History

Number of Shares
3,775.00
Current Holdings Value*
$354,360.00
% of Portfolio
0.2%
Total Estimate Gain
$106,365.06
% of Total Estimate Gain
11.57%

Chris Bulman Inc's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-06-30, Chris Bulman Inc held 3,775.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $354,360.00. This investment constitutes 0.2% of their stock portfolio, and Chris Bulman Inc now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2024Q2. And since then Chris Bulman Inc has made 1 purchases of USMV, at an average price of $82.48, for a total of 11,142.00 shares. In addition, there have been 3 sales at an average price of $91.62 for 7,367.00 shares. Based on historical transaction data and USMV's current price of $92.80, Chris Bulman Inc's estimated gain on his USMV holdings is $106,365.06, reflecting a 11.57% gain to date.

Chris Bulman Inc USMV ($92.80) Holding Chart

Chris Bulman Inc USMV ($92.80) 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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