FORM Wealth Advisors, LLC USMV Holdings History
Number of Shares
230,780.00
Current Holdings Value*
$21.61 Mil
% of Portfolio
2.94%
Total Estimate Gain
$163,853.80
% of Total Estimate Gain
0.77%
FORM Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 230,780.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $21.61 Mil. This investment constitutes 2.94% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.09% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and USMV's current price of $92.74, FORM Wealth Advisors, LLC's estimated gain on his USMV holdings is $163,853.80, reflecting a 0.77% gain to date.
FORM Wealth Advisors, LLC USMV ($92.74) Holding Chart
FORM Wealth Advisors, LLC USMV ($92.74) 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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