Dynasty Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Dynasty Wealth Management, LLC

$3.39 Trillion
Q2 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 454,393 shares of QUAL stock, worth $80.5 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

454,393

Previous 234,494 93.78%

Holding current value

$80.5 Million

Previous $38.5 Billion 32.83%

% of portfolio

1.51%

Previous 1.23%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$154.56 - $173.19 $34 Million - $38.1 Million	219,899 Added 93.78%	454,393 $51.2 Billion
Q1 2024 May 15, 2024	BUY	$144.62 - $165.44 $33.9 Million - $38.8 Million	234,494 New	234,494 $38.5 Billion

Others Institutions Holding QUAL

# of Institutions

1,396

Shares Held

224M

Call Options Held

22.7K

Put Options Held

11.5K

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About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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Dynasty Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History