True Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
55.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.9 Billion2.05% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$460 Million33.37% of portfolio
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Matson Money. Inc.3.92MShares$405 Million14.07% of portfolio
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Mercer Global Advisors Inc Denver, CO2.8MShares$289 Million0.86% of portfolio
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Envestnet Asset Management Inc2.8MShares$289 Million0.12% of portfolio