Us Financial Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 2024
A detailed history of Us Financial Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Us Financial Advisors, LLC holds 104,602 shares of VLUE stock, worth $10.8 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
104,602
Previous 100,973
3.59%
Holding current value
$10.8 Million
Previous $10.2 Million
10.92%
% of portfolio
3.92%
Previous 3.81%
Shares
13 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
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$460 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$405 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$289 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$289 Million0.12% of portfolio