Concurrent Investment Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
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 2,850 shares of VLUE stock, worth $327,408. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,850
Previous 2,916
2.26%
Holding current value
$327,408
Previous $308 Million
1.32%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
58.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.7MShares$2.38 Billion1.82% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.73MShares$1 Billion9.71% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.62MShares$530 Million29.71% of portfolio
-
Matson Money. Inc.2.69MShares$309 Million10.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$211 Million0.02% of portfolio