Vertex Planning Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 19,438 shares of QUAL stock, worth $3.37 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
19,438
Previous 18,346
5.95%
Holding current value
$3.37 Million
Previous $2.7 Billion
18.34%
% of portfolio
0.88%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,288Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.69 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.26 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.53 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio