Ep Wealth Advisors, LLC Ishares Msci Usa Value Factor Put Options Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VLUE

# of Institutions

468

Shares Held

51.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

20.1M
Shares

$2.18 Billion
1.8% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.59M
Shares

$497 Million
28.41% of portfolio
Matson Money. Inc.

3.46M
Shares

$374 Million
13.09% of portfolio
Bank Of America Corp Charlotte, NC

1.84M
Shares

$200 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.69M
Shares

$183 Million
0.06% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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