Confluence Wealth Services, Inc. Ishares Msci Usa Value Factor Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,494 shares of VLUE stock, worth $250,622. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,494
Previous 2,494
-0.0%
Holding current value
$250,622
Previous $271,000
2.95%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
469Shares Held
50.8MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.02 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$461 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$347 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$185 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$170 Million0.06% of portfolio