Legacy Financial Advisors, Inc. USMV Holdings History
Legacy Financial Advisors, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 33,639.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.15 Mil. This investment constitutes 0.53% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Legacy Financial Advisors, Inc. has made 7 purchases of USMV, at an average price of $55.57, for a total of 1.94 Mil shares. In addition, there have been 19 sales at an average price of $72.96 for 1.90 Mil shares. Based on historical transaction data and USMV's current price of $94.16, Legacy Financial Advisors, Inc.'s estimated gain on his USMV holdings is $34.41 Mil, reflecting a 31.95% gain to date.
Legacy Financial Advisors, Inc. USMV ($94.16) Holding Chart
Legacy Financial Advisors, Inc. USMV ($94.16) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
