Centricity Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 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 $124,429. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,163
Previous 1,163
-0.0%
Holding current value
$124,429
Previous $123 Million
0.99%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
58.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.7MShares$2.21 Billion1.82% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.73MShares$934 Million9.71% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.62MShares$494 Million29.71% of portfolio
-
Matson Money. Inc.2.69MShares$287 Million10.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$196 Million0.02% of portfolio