Wr Wealth Planners, LLC Ishares Msci Usa Value Factor Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,366 shares of VLUE stock, worth $362,518. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,366
Previous 3,558
5.4%
Holding current value
$362,518
Previous $385,000
9.61%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.03 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$483 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$398 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$273 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$271 Million0.09% of portfolio