Concurrent Investment Advisors, LLC Ishares Msci Usa Value Factor Put Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.22 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$514 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$422 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$208 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$203 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
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