Bartlett & Co. Wealth Management LLC Ishares Msci Usa Value Factor Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
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 $7,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76
Previous 76
-0.0%
Holding current value
$7,637
Previous $8.03 Million
0.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
469Shares Held
51MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.02 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$461 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$347 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$185 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$170 Million0.06% of portfolio