Pmg Wealth Management, Inc. Ishares Msci Usa Value Factor Transaction History
Pmg Wealth Management, Inc.
- $94.2 Billion
- Q1 2025
A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 2,087 shares of VLUE stock, worth $211,872. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,087
Previous 2,017
3.47%
Holding current value
$211,872
Previous $213 Million
4.49%
% of portfolio
0.24%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
469Shares Held
51MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.04 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$466 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$351 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$187 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$172 Million0.06% of portfolio