Genesis Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 3,758 shares of QUAL stock, worth $722,625. This represents 0.52% of its overall portfolio holdings.
Number of Shares
3,758
Previous 4,407
14.73%
Holding current value
$722,625
Previous $753 Million
8.77%
% of portfolio
0.52%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,647Shares Held
250MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio