Kingswood Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,872 shares of VLUE stock, worth $319,366. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,872Holding current value
$319,366% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.24 Billion1.8% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$510 Million28.41% of portfolio
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Matson Money. Inc.3.46MShares$385 Million13.09% of portfolio
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Bank Of America Corp Charlotte, NC1.84MShares$205 Million0.02% of portfolio
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Envestnet Asset Management Inc1.69MShares$188 Million0.06% of portfolio