Pathstone Family Office, LLC Ishares Msci Usa Value Factor Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
467Shares Held
51.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.1MShares$2.29 Billion1.8% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.59MShares$521 Million28.41% of portfolio
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Matson Money. Inc.3.46MShares$393 Million13.09% of portfolio
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Bank Of America Corp Charlotte, NC1.84MShares$209 Million0.02% of portfolio
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Envestnet Asset Management Inc1.69MShares$192 Million0.06% of portfolio