Keystone Wealth Services, LLC Ishares Msci Usa Value Factor Transaction History
Keystone Wealth Services, LLC
- $284 Million
- Q1 2024
A detailed history of Keystone Wealth Services, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,461 shares of VLUE stock, worth $562,046. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,461
Previous 5,460
0.02%
Holding current value
$562,046
Previous $552,000
7.07%
% of portfolio
0.21%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
55.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.89 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$459 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$403 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$288 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$288 Million0.12% of portfolio