Legacy Advisory Services, LLC USMV Holdings History
Number of Shares
106,270.00
Current Holdings Value*
$9.95 Mil
% of Portfolio
8.4%
Total Estimate Gain
$97,768.40
% of Total Estimate Gain
1.00%
Legacy Advisory Services, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 106,270.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $9.95 Mil. This investment constitutes 8.4% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and USMV's current price of $92.95, Legacy Advisory Services, LLC's estimated gain on his USMV holdings is $97,768.40, reflecting a 1.00% gain to date.
Legacy Advisory Services, LLC USMV ($92.95) Holding Chart
Legacy Advisory Services, LLC USMV ($92.95) 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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