Shared Vision Wealth Group LLC Ishares Msci Usa Value Factor Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,291 shares of VLUE stock, worth $351,610. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,291
Previous 3,291
-0.0%
Holding current value
$351,610
Previous $340 Million
5.41%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.08 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$482 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$395 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$195 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$190 Million0.42% of portfolio