Guardian Asset Advisors, LLC USMV Holdings History
Number of Shares
2,971.00
Current Holdings Value*
$278,270.00
% of Portfolio
0.18%
Total Estimate Gain
$5,258.67
% of Total Estimate Gain
1.92%
Guardian Asset Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Guardian Asset Advisors, LLC held 2,971.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $278,270.00. This investment constitutes 0.18% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. And since then Guardian Asset Advisors, LLC has made 1 purchases of USMV, at an average price of $92.03, for a total of 2,971.00 shares. Based on historical transaction data and USMV's current price of $93.80, Guardian Asset Advisors, LLC's estimated gain on his USMV holdings is $5,258.67, reflecting a 1.92% gain to date.
Guardian Asset Advisors, LLC USMV ($93.80) Holding Chart
Guardian Asset Advisors, LLC USMV ($93.80) 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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