Phillips Financial Management, LLC Ishares Msci Usa Value Factor Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Phillips Financial Management, LLC holds 164 shares of VLUE stock, worth $17,459. This represents 0.0% of its overall portfolio holdings.
Number of Shares
164
Previous 163
0.61%
Holding current value
$17,459
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
441Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.07 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$480 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$394 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$194 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$189 Million0.42% of portfolio