Congress Wealth Management LLC Ishares Msci Usa Value Factor Call Options Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VLUE

# of Institutions

479

Shares Held

50.6M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

21.6M
Shares

$2.47 Billion
1.8% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.66M
Shares

$534 Million
28.79% of portfolio
Matson Money. Inc.

2.6M
Shares

$298 Million
10.27% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$200 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.52M
Shares

$174 Million
0.0% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

More about VLUE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.