Morris Financial Concepts, Inc. Ishares Msci Usa Value Factor Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 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 $7,832. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$7,832
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.15 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$497 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$408 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$201 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$196 Million0.42% of portfolio