Mullooly Asset Management, Inc. VLUE Holdings History
Number of Shares
236,127.00
Current Holdings Value*
$25.16 Mil
% of Portfolio
11.42%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
5.57%
Mullooly Asset Management, Inc.'s iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 236,127.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $25.16 Mil. This investment constitutes 11.42% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.39% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VLUE's current price of $115.00, Mullooly Asset Management, Inc.'s estimated gain on his VLUE holdings is $1.43 Mil, reflecting a 5.57% gain to date.
Mullooly Asset Management, Inc. VLUE ($115.00) Holding Chart
Mullooly Asset Management, Inc. VLUE ($115.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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