Morton Brown Family Wealth, LLC Ishares Msci Usa Value Factor Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 19 shares of VLUE stock, worth $2,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19
Previous 19
-0.0%
Holding current value
$2,056
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VLUE
# of Institutions
468Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.18 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$497 Million28.41% of portfolio
-
Matson Money. Inc.3.46MShares$374 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$200 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.69MShares$183 Million0.06% of portfolio