Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 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 $482,311. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,458
-0.0%
Holding current value
$482,311
Previous $482,000
4.36%
% of portfolio
0.36%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$486 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$400 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$272 Million0.09% of portfolio