Ever Source Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 374 shares of VLUE stock, worth $39,580. This represents 0.0% of its overall portfolio holdings.
Number of Shares
374
Previous 372
0.54%
Holding current value
$39,580
Previous $40,000
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding VLUE
# of Institutions
467Shares Held
50.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.13 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$486 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$366 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$195 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$179 Million0.06% of portfolio