Beaird Harris Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 18,180 shares of VLUE stock, worth $1.97 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,180
Previous 66,870
72.81%
Holding current value
$1.97 Million
Previous $7.24 Million
74.04%
% of portfolio
0.19%
Previous 0.73%
Shares
11 transactions
Others Institutions Holding VLUE
# of Institutions
432Shares Held
53.4MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$486 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$401 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$272 Million0.09% of portfolio