Morton Brown Family Wealth, LLC Ishares Msci Usa Value Factor Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 23 shares of VLUE stock, worth $2,466. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 26
11.54%
Holding current value
$2,466
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
438Shares Held
53.7MCall 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$478 Million33.37% of portfolio
-
Matson Money. Inc.3.7MShares$397 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$300 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$300 Million0.12% of portfolio