Confluence Wealth Services, Inc. Ishares Msci Usa Value Factor Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,494 shares of VLUE stock, worth $266,833. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,494
Previous 2,494
-0.0%
Holding current value
$266,833
Previous $263,000
0.76%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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