Schrum Private Wealth Management LLC Ishares Msci Usa Value Factor Transaction History
Schrum Private Wealth Management LLC
- $118 Million
- Q4 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,290 shares of VLUE stock, worth $356,043. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,290
Previous 4,974
33.86%
Holding current value
$356,043
Previous $542,000
35.98%
% of portfolio
0.29%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.18 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$497 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$374 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$200 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$183 Million0.06% of portfolio