Bartlett & Co. Wealth Management LLC Ishares Msci Usa Value Factor Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 76 shares of VLUE stock, worth $8,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76
Previous 74
2.7%
Holding current value
$8,437
Previous $7.66 Million
8.24%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
436Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.16 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$501 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$411 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$202 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$197 Million0.42% of portfolio