One Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, One Wealth Advisors, LLC holds 7,868 shares of VLUE stock, worth $878,383. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,868
Previous 8,642
8.96%
Holding current value
$878,383
Previous $942,000
11.89%
% of portfolio
0.13%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares 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