Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 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 $481,419. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,458
-0.0%
Holding current value
$481,419
Previous $482,000
4.36%
% of portfolio
0.36%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding VLUE
# of Institutions
431Shares Held
53.3MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$485 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$400 Million13.91% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$272 Million0.09% of portfolio