Morris Financial Concepts, Inc. Ishares Msci Usa Value Factor Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 $7,609. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 111
36.04%
Holding current value
$7,609
Previous $11,000
36.36%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
55.2MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.97 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$477 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$420 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$300 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$300 Million0.12% of portfolio