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 $145,747. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,163
Previous 1,163
-0.0%
Holding current value
$145,747
Previous $124 Million
6.15%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio