Consolidated Planning Corp USMV Holdings History
Consolidated Planning Corp's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Consolidated Planning Corp held 94,977.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $8.90 Mil. This investment constitutes 1.22% of their stock portfolio, and Consolidated Planning Corp now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Consolidated Planning Corp has made 4 purchases of USMV, at an average price of $86.54, for a total of 103,579.00 shares. In addition, there have been 5 sales at an average price of $70.93 for 8,602.00 shares. Based on historical transaction data and USMV's current price of $92.18, Consolidated Planning Corp's estimated gain on his USMV holdings is $401,213.67, reflecting a 4.48% gain to date.
Consolidated Planning Corp USMV ($92.18) Holding Chart
Consolidated Planning Corp USMV ($92.18) 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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