Kestra Private Wealth Services, LLC Ishares Msci Usa Value Factor Transaction History
Kestra Private Wealth Services, LLC
- $4.36 Billion
- Q1 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,291 shares of VLUE stock, worth $549,364. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,291
Previous 5,599
5.5%
Holding current value
$549,364
Previous $566,000
1.24%
% of portfolio
0.01%
Previous 0.01%
Shares
15 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