KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT USMV Holdings History
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 82,472.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $7.65 Mil. This investment constitutes 3.45% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 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 KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 1 purchases of USMV, at an average price of $77.05, for a total of 196,205.00 shares. In addition, there have been 6 sales at an average price of $83.15 for 113,733.00 shares. Based on historical transaction data and USMV's current price of $93.01, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his USMV holdings is $2.01 Mil, reflecting a 13.30% gain to date.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT USMV ($93.01) Holding Chart
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT USMV ($93.01) 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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