Jgp Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Jgp Wealth Management, LLC
- $750 Million
- Q1 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 2,769 shares of VLUE stock, worth $311,789. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,769
Previous 2,769
-0.0%
Holding current value
$311,789
Previous $292,000
0.34%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
58.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.7MShares$2.33 Billion1.82% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.73MShares$983 Million9.71% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.62MShares$520 Million29.71% of portfolio
-
Matson Money. Inc.2.69MShares$302 Million10.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$206 Million0.02% of portfolio