Morris Financial Concepts, Inc. Ishares Msci Usa Value Factor Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 71 shares of VLUE stock, worth $7,883. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 71
-0.0%
Holding current value
$7,883
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
444Shares Held
52.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.16 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$501 Million28.72% of portfolio
-
Matson Money. Inc.3.7MShares$411 Million13.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$202 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$197 Million0.42% of portfolio