Sage View Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 27,933 shares of QUAL stock, worth $5.12 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
27,933
Previous 55,072
49.28%
Holding current value
$5.12 Million
Previous $9.4 Billion
46.74%
% of portfolio
0.25%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,500Shares Held
229MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.23 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.7 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio