Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 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 $476,292. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,458
-0.0%
Holding current value
$476,292
Previous $461,000
5.42%
% of portfolio
0.34%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
439Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.08 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$482 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$395 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$195 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$190 Million0.42% of portfolio