Number of Shares
169,611.00
Current Holdings Value*
$15.89 Mil
% of Portfolio
5.64%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
27.86%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 169,611.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $15.89 Mil. This investment constitutes 5.64% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2022Q3. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 11 purchases of USMV, at an average price of $73.64, for a total of 169,611.00 shares. Based on historical transaction data and USMV's current price of $94.16, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his USMV holdings is $3.48 Mil, reflecting a 27.86% gain to date.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC USMV ($94.16) Holding Chart

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 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 %

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