Wealthsource Partners, LLC Ishares Msci Usa Value Factor Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wealthsource Partners, LLC holds 25,995 shares of VLUE stock, worth $2.79 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
25,995
Previous 29,956
13.22%
Holding current value
$2.79 Million
Previous $2.72 Million
3.24%
% of portfolio
0.17%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding VLUE
# of Institutions
438Shares Held
53.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.97 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$478 Million33.37% of portfolio
-
Matson Money. Inc.3.7MShares$397 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$300 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$300 Million0.12% of portfolio