Garrett Wealth Advisory Group, LLC USMV Holdings History
Garrett Wealth Advisory Group, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 117,533.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $11.01 Mil. This investment constitutes 2.46% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Garrett Wealth Advisory Group, LLC has made 8 purchases of USMV, at an average price of $56.62, for a total of 332,726.00 shares. In addition, there have been 17 sales at an average price of $74.31 for 215,193.00 shares. Based on historical transaction data and USMV's current price of $93.03, Garrett Wealth Advisory Group, LLC's estimated gain on his USMV holdings is $8.09 Mil, reflecting a 42.92% gain to date.
Garrett Wealth Advisory Group, LLC USMV ($93.03) Holding Chart
Garrett Wealth Advisory Group, LLC 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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