Financial & Tax Architects, LLC Ishares Msci Usa Value Factor Transaction History
Financial & Tax Architects, LLC
- $389 Billion
- Q3 2024
A detailed history of Financial & Tax Architects, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 19,186 shares of VLUE stock, worth $2.01 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
19,186
Previous 23,323
17.74%
Holding current value
$2.01 Million
Previous $2.41 Billion
13.3%
% of portfolio
0.54%
Previous 0.65%
Shares
15 transactions
Others Institutions Holding VLUE
# of Institutions
441Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.04 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$474 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$389 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$191 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$187 Million0.42% of portfolio