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Ishares Tr usa min vo shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $270k 3.7k 72.76

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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
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View all positions for Octavia Wealth Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo