WEALTH MANAGEMENT RESOURCES, INC. USMV Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 140,246.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $13.14 Mil. This investment constitutes 4.77% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.06% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 10 purchases of USMV, at an average price of $76.43, for a total of 227,937.00 shares. In addition, there have been 3 sales at an average price of $83.61 for 87,691.00 shares. Based on historical transaction data and USMV's current price of $91.80, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his USMV holdings is $2.79 Mil, reflecting a 15.99% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. USMV ($91.80) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. USMV ($91.80) 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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