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 $223,288. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,087
Previous 2,017 3.47%
Holding current value
$223,288
Previous $213 Million 4.49%
% of portfolio
0.24%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$104.89 - $113.56 $7,342 - $7,949
70 Added 3.47%
2,087 $223 Million
Q4 2024

Feb 03, 2025
BUY
$104.01 - $115.38 $209,788 - $232,721
2,017 New
2,017 $213 Million

Others Institutions Holding VLUE

# of Institutions
470
Shares Held
58.7M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
Track This Portfolio

Track Pmg Wealth Management, Inc. Portfolio

Follow Pmg Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pmg Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pmg Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email