GDS Wealth Management USMV Holdings History
GDS Wealth Management's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, GDS Wealth Management held 294,094.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $27.54 Mil. This investment constitutes 2.35% of their stock portfolio, and GDS Wealth Management now holds 0.11% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 6 purchases of USMV, at an average price of $72.68, for a total of 393,775.00 shares. In addition, there have been 6 sales at an average price of $82.83 for 99,681.00 shares. Based on historical transaction data and USMV's current price of $93.03, GDS Wealth Management's estimated gain on his USMV holdings is $7.00 Mil, reflecting a 24.45% gain to date.
GDS Wealth Management USMV ($93.03) Holding Chart
GDS Wealth Management USMV ($93.03) 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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