West Wealth Group, LLC Ishares Msci Usa Value Factor Transaction History
West Wealth Group, LLC
- $268 Million
- Q1 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, West Wealth Group, LLC holds 4,204 shares of VLUE stock, worth $432,675. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,204
Previous 4,204
-0.0%
Holding current value
$432,675
Previous $425,000
7.06%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
55.6MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.89 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$459 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$403 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$288 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$288 Million0.12% of portfolio