Curtis Advisory Group, LLC USMV Holdings History
Curtis Advisory Group, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 52,371.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.91 Mil. This investment constitutes 1.44% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 12 purchases of USMV, at an average price of $72.19, for a total of 115,537.00 shares. In addition, there have been 9 sales at an average price of $72.56 for 63,166.00 shares. Based on historical transaction data and USMV's current price of $92.89, Curtis Advisory Group, LLC's estimated gain on his USMV holdings is $1.11 Mil, reflecting a 13.28% gain to date.
Curtis Advisory Group, LLC USMV ($92.89) Holding Chart
Curtis Advisory Group, LLC USMV ($92.89) 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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