Confluence Wealth Services, Inc. Ishares Msci Usa Value Factor Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
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 $268,454. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,494
Previous 2,494
-0.0%
Holding current value
$268,454
Previous $258,000
5.04%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.09 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$485 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$398 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$196 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$191 Million0.42% of portfolio