Mb Generational Wealth, LLC Ishares Msci Usa Value Factor Transaction History
Mb Generational Wealth, LLC
- $127 Billion
- Q1 2024
A detailed history of Mb Generational Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 5,031 shares of VLUE stock, worth $523,928. This represents 0.69% of its overall portfolio holdings.
Number of Shares
5,031
Previous 8,269
39.16%
Holding current value
$523,928
Previous $836 Million
4.53%
% of portfolio
0.69%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
445Shares Held
55.5MCall 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$464 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$408 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$292 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$291 Million0.12% of portfolio