Cyndeo Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 19,120 shares of QUAL stock, worth $3.48 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
19,120
Previous 22,257 14.09%
Holding current value
$3.48 Million
Previous $3.8 Million 9.79%
% of portfolio
0.24%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$162.64 - $179.3 $510,201 - $562,464
-3,137 Reduced 14.09%
19,120 $3.43 Million
Q2 2024

Jul 30, 2024
BUY
$154.56 - $173.19 $1.41 Million - $1.58 Million
9,106 Added 69.24%
22,257 $3.8 Million
Q1 2024

Apr 16, 2024
BUY
$144.62 - $165.44 $139,558 - $159,649
965 Added 7.92%
13,151 $2.16 Million
Q4 2023

Jan 12, 2024
BUY
$127.66 - $147.99 $1.56 Million - $1.8 Million
12,186 New
12,186 $1.79 Million

Others Institutions Holding QUAL

# of Institutions
1,448
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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