Resource Planning Group USMV Holdings History
Resource Planning Group's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 32,394.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.53 Mil. This investment constitutes 1.61% of their stock portfolio, and Resource Planning Group now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q4. And since then Resource Planning Group has made 1 purchases of USMV, at an average price of $74.62, for a total of 32,394.00 shares. Based on historical transaction data and USMV's current price of $92.97, Resource Planning Group's estimated gain on his USMV holdings is $594,429.90, reflecting a 24.59% gain to date.
Resource Planning Group USMV ($92.97) Holding Chart
Resource Planning Group USMV ($92.97) 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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