Bogart Wealth, LLC Ishares Msci Usa Value Factor Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Bogart Wealth, LLC holds 104 shares of VLUE stock, worth $11,540. This represents 0.0% of its overall portfolio holdings.
Number of Shares
104
Previous 104
-0.0%
Holding current value
$11,540
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
52.3MCall 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$500 Million28.72% of portfolio
-
Matson Money. Inc.3.46MShares$384 Million13.09% 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