Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Certus Wealth Management, LLC holds 4,458 shares of VLUE stock, worth $484,673. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,458
-0.0%
Holding current value
$484,673
Previous $486,000
3.29%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.19 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$499 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$376 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$201 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$184 Million0.06% of portfolio