Provence Wealth Management Group Ishares Msci Usa Value Factor Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Provence Wealth Management Group holds 513 shares of VLUE stock, worth $55,501. This represents 0.03% of its overall portfolio holdings.
Number of Shares
513
Previous 822
37.59%
Holding current value
$55,501
Previous $74,000
31.08%
% of portfolio
0.03%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$486 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$400 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$272 Million0.09% of portfolio