Legacy Wealth Planning, LLC Ishares Msci Usa Value Factor Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 4,265 shares of VLUE stock, worth $432,982. This represents 0.58% of its overall portfolio holdings.
Number of Shares
4,265
Previous 11,261
62.13%
Holding current value
$432,982
Previous $1.02 Million
65.75%
% of portfolio
0.58%
Previous 1.46%
Shares
8 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
51MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.04 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$466 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$351 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$187 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$172 Million0.06% of portfolio