Shared Vision Wealth Group LLC Ishares Msci Usa Value Factor Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,291 shares of VLUE stock, worth $357,303. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,291
Previous 3,290
0.03%
Holding current value
$357,303
Previous $356 Million
4.47%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.7MCall 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