Lubar & Co., Inc USMV Holdings History

Number of Shares
29,136.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
5.53%
Total Estimate Gain
$827,974.75
% of Total Estimate Gain
41.13%

Lubar & Co., Inc's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2020-12-31, Lubar & Co., Inc held 29,136.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $1.98 Mil. This investment constitutes 5.53% of their stock portfolio, and Lubar & Co., Inc now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2019Q4. And since then Lubar & Co., Inc has made 1 purchases of USMV, at an average price of $64.26, for a total of 31,327.00 shares. In addition, there have been 1 sales at an average price of $63.43 for 2,191.00 shares. Based on historical transaction data and USMV's current price of $92.74, Lubar & Co., Inc's estimated gain on his USMV holdings is $827,974.75, reflecting a 41.13% gain to date.

Lubar & Co., Inc USMV ($92.74) Holding Chart

Lubar & Co., Inc USMV ($92.74) 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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