Confluence Wealth Services, Inc. Ishares Msci Usa Value Factor Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 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 2,898 shares of VLUE stock, worth $363,177. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,494
16.2%
Holding current value
$363,177
Previous $265,000
23.77%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio