Palo Alto Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 92,172 shares of QUAL stock, worth $16.6 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
92,172
Previous 87,567
5.26%
Holding current value
$16.6 Million
Previous $15 Billion
12.17%
% of portfolio
6.94%
Previous 10.34%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio