Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Certus Wealth Management, LLC holds 4,458 shares of VLUE stock, worth $457,212. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,458
-0.0%
Holding current value
$457,212
Previous $486,000
3.29%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
49.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.07 Billion1.8% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.73MShares$895 Million9.71% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.62MShares$473 Million29.71% of portfolio
-
Matson Money. Inc.2.69MShares$275 Million10.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$189 Million0.02% of portfolio