Mb Generational Wealth, LLC Ishares Msci Usa Value Factor Transaction History
Mb Generational Wealth, LLC
- $129 Billion
- Q2 2024
A detailed history of Mb Generational Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 8,073 shares of VLUE stock, worth $865,587. This represents 0.65% of its overall portfolio holdings.
Number of Shares
8,073
Previous 5,031
60.47%
Holding current value
$865,587
Previous $874 Million
4.48%
% of portfolio
0.65%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
438Shares Held
53.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.97 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$478 Million33.37% of portfolio
-
Matson Money. Inc.3.7MShares$397 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$300 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$300 Million0.12% of portfolio