Modern Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,211 shares of VLUE stock, worth $236,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,435 9.2%
Holding current value
$236,223
Previous $252 Million 4.27%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$99.14 - $109.18 $22,207 - $24,456
-224 Reduced 9.2%
2,211 $241 Million
Q2 2024

Aug 07, 2024
BUY
$100.16 - $107.88 $243,889 - $262,687
2,435 New
2,435 $252 Million

Others Institutions Holding VLUE

# of Institutions
439
Shares Held
52.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email