Momentum Wealth Planning, LLC Ishares Msci Usa Value Factor Transaction History
Momentum Wealth Planning, LLC
- $117 Billion
- Q2 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 2,905 shares of VLUE stock, worth $364,054. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,905Holding current value
$364,054% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
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Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
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Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
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Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio