Sar Wealth Management Group, LLC Ishares Msci Usa Value Factor Transaction History
Sar Wealth Management Group, LLC
- $111 Billion
- Q1 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 36,681 shares of VLUE stock, worth $3.78 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
36,681
Previous 37,863
3.12%
Holding current value
$3.78 Million
Previous $3.83 Billion
3.73%
% of portfolio
3.59%
Previous 3.87%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
55.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.89 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$459 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$403 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$288 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$288 Million0.12% of portfolio