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 $7,674. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$7,674
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
50.8MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.18 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$496 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$374 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$199 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$183 Million0.06% of portfolio