High Mark Wealth Management LLC Ishares Msci Usa Value Factor Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, High Mark Wealth Management LLC holds 37 shares of VLUE stock, worth $4,636. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 34
8.82%
Holding current value
$4,636
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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