Lineweaver Wealth Advisors, LLC USMV Holdings History
Lineweaver Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Lineweaver Wealth Advisors, LLC held 183,567.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $17.20 Mil. This investment constitutes 2.93% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.07% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Lineweaver Wealth Advisors, LLC has made 7 purchases of USMV, at an average price of $67.46, for a total of 462,263.00 shares. In addition, there have been 14 sales at an average price of $75.44 for 278,696.00 shares. Based on historical transaction data and USMV's current price of $93.53, Lineweaver Wealth Advisors, LLC's estimated gain on his USMV holdings is $7.01 Mil, reflecting a 22.47% gain to date.
Lineweaver Wealth Advisors, LLC USMV ($93.53) Holding Chart
Lineweaver Wealth Advisors, LLC USMV ($93.53) 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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