Epg Wealth Management LLC Ishares Msci Usa Value Factor Transaction History
Epg Wealth Management LLC
- $333 Billion
- Q2 2025
A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,977 shares of VLUE stock, worth $247,757. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,977
Previous 1,969
0.41%
Holding current value
$247,757
Previous $210 Million
6.6%
% of portfolio
0.07%
Previous 0.06%
Shares
22 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