Sax Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 29,103 shares of VLUE stock, worth $3.8 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
29,103Holding current value
$3.8 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
501Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO22.2MShares$2.9 Billion1.88% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA4.7MShares$614 Million29.29% of portfolio
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Matson Money. Inc.2.6MShares$340 Million10.85% of portfolio
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Bank Of America Corp Charlotte, NC1.77MShares$231 Million0.02% of portfolio
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Black Rock Inc. New York, NY1.52MShares$198 Million0.0% of portfolio