Centricity Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,163 shares of VLUE stock, worth $151,957. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,163
Previous 1,163
-0.0%
Holding current value
$151,957
Previous $124 Million
6.15%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
498Shares Held
50.3MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO22.2MShares$2.9 Billion1.88% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.7MShares$614 Million29.29% of portfolio
-
Matson Money. Inc.2.6MShares$340 Million10.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$231 Million0.02% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$198 Million0.0% of portfolio