Coastal Investment Advisors, Inc. Ishares Msci Usa Value Factor Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,494 shares of VLUE stock, worth $162,427. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,494
Previous 1,429
4.55%
Holding current value
$162,427
Previous $155,000
1.29%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.19 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$499 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$376 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$201 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$184 Million0.06% of portfolio