Wr Wealth Planners, LLC Ishares Msci Usa Value Factor Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,672 shares of VLUE stock, worth $178,486. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,672
Previous 3,365
50.31%
Holding current value
$178,486
Previous $366,000
51.91%
% of portfolio
0.06%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.15 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$490 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$369 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$197 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$181 Million0.06% of portfolio