Flagship Private Wealth, LLC USMV Holdings History
Flagship Private Wealth, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 195,422.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $18.30 Mil. This investment constitutes 8.72% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.08% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 5 purchases of USMV, at an average price of $74.66, for a total of 307,018.00 shares. In addition, there have been 12 sales at an average price of $71.97 for 111,596.00 shares. Based on historical transaction data and USMV's current price of $93.55, Flagship Private Wealth, LLC's estimated gain on his USMV holdings is $3.39 Mil, reflecting a 14.79% gain to date.
Flagship Private Wealth, LLC USMV ($93.55) Holding Chart
Flagship Private Wealth, LLC USMV ($93.55) 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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