Guidance Point Advisors, LLC USMV Holdings History
Guidance Point Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Guidance Point Advisors, LLC held 20,198.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $1.89 Mil. This investment constitutes 0.54% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q1. And since then Guidance Point Advisors, LLC has made 2 purchases of USMV, at an average price of $84.43, for a total of 28,077.00 shares. In addition, there have been 1 sales at an average price of $82.40 for 7,879.00 shares. Based on historical transaction data and USMV's current price of $92.74, Guidance Point Advisors, LLC's estimated gain on his USMV holdings is $151,725.85, reflecting a 6.40% gain to date.
Guidance Point Advisors, LLC USMV ($92.74) Holding Chart
Guidance Point Advisors, LLC USMV ($92.74) 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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