Optivise Advisory Services LLC Ishares Msci Usa Value Factor Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Optivise Advisory Services LLC holds 16,268 shares of VLUE stock, worth $2.13 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
16,268
Previous 5,652
187.83%
Holding current value
$2.13 Million
Previous $707 Million
214.71%
% of portfolio
1.28%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
505Shares Held
50.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO22.2MShares$2.9 Billion1.88% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.7MShares$614 Million29.29% of portfolio
-
Matson Money. Inc.2.6MShares$340 Million10.98% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$231 Million0.02% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$198 Million0.0% of portfolio