Wealth Management Solutions, LLC Ishares Msci Usa Value Factor Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 4,705 shares of VLUE stock, worth $538,440. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,705
Previous 4,865
3.29%
Holding current value
$538,440
Previous $456,000
6.58%
% of portfolio
0.29%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding VLUE
# of Institutions
473Shares Held
50MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.7MShares$2.37 Billion1.82% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$534 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$298 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$210 Million0.02% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$174 Million0.0% of portfolio