Cape Investment Advisory, Inc. Ishares Msci Usa Value Factor Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 51 shares of VLUE stock, worth $5,454. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 51
-0.0%
Holding current value
$5,454
Previous $5.56 Million
3.15%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$491 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$370 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