Concurrent Investment Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,588 shares of VLUE stock, worth $606,689. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,588
Previous 5,630
0.75%
Holding current value
$606,689
Previous $610 Million
5.19%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.05 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$487 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$402 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$275 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$273 Million0.09% of portfolio