Archvest Wealth Advisors, Inc. Ishares Msci Usa Value Factor Transaction History
Archvest Wealth Advisors, Inc.
- $142 Million
- Q1 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 4,568 shares of VLUE stock, worth $474,295. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,568
Previous 4,549
0.42%
Holding current value
$474,295
Previous $460,000
7.39%
% of portfolio
0.35%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding VLUE
# of Institutions
447Shares Held
55.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.91 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$463 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$407 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$291 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$291 Million0.12% of portfolio