Ever Source Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 659 shares of VLUE stock, worth $68,423. This represents 0.01% of its overall portfolio holdings.
Number of Shares
659
Previous 538
22.49%
Holding current value
$68,423
Previous $58,000
22.41%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VLUE
# of Institutions
447Shares Held
55.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.91 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$463 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$407 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$291 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$291 Million0.12% of portfolio