Tradition Wealth Management, LLC USMV Holdings History
Tradition Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 97,436.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $9.13 Mil. This investment constitutes 0.8% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 11 purchases of USMV, at an average price of $71.93, for a total of 199,291.00 shares. In addition, there have been 6 sales at an average price of $79.61 for 101,855.00 shares. Based on historical transaction data and USMV's current price of $94.00, Tradition Wealth Management, LLC's estimated gain on his USMV holdings is $2.93 Mil, reflecting a 20.46% gain to date.
Tradition Wealth Management, LLC USMV ($94.00) Holding Chart
Tradition Wealth Management, LLC USMV ($94.00) 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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