Morris Financial Concepts, Inc. Ishares Msci Usa Value Factor Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 71 shares of VLUE stock, worth $7,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$7,926
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
467Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.25 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$512 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$386 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$206 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$189 Million0.06% of portfolio