High Net Worth Advisory Group LLC USMV Holdings History
High Net Worth Advisory Group LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 59,784.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.61 Mil. This investment constitutes 1.49% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 2 purchases of USMV, at an average price of $76.69, for a total of 104,894.00 shares. In addition, there have been 13 sales at an average price of $80.77 for 45,110.00 shares. Based on historical transaction data and USMV's current price of $92.80, High Net Worth Advisory Group LLC's estimated gain on his USMV holdings is $1.15 Mil, reflecting a 14.26% gain to date.
High Net Worth Advisory Group LLC USMV ($92.80) Holding Chart
High Net Worth Advisory Group LLC USMV ($92.80) 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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