GUERRA PAN ADVISORS, LLC USMV Holdings History
GUERRA PAN ADVISORS, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, GUERRA PAN ADVISORS, LLC held 66,754.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.25 Mil. This investment constitutes 4.9% of their stock portfolio, and GUERRA PAN ADVISORS, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then GUERRA PAN ADVISORS, LLC has made 2 purchases of USMV, at an average price of $77.43, for a total of 79,123.00 shares. In addition, there have been 10 sales at an average price of $79.32 for 12,369.00 shares. Based on historical transaction data and USMV's current price of $92.69, GUERRA PAN ADVISORS, LLC's estimated gain on his USMV holdings is $1.04 Mil, reflecting a 17.00% gain to date.
GUERRA PAN ADVISORS, LLC USMV ($92.69) Holding Chart
GUERRA PAN ADVISORS, LLC USMV ($92.69) 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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