Sonoma Private Wealth LLC Ishares Msci Usa Quality Facto Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 4,716 shares of QUAL stock, worth $861,707. This represents 1.32% of its overall portfolio holdings.
Number of Shares
4,716
Previous 4,409
6.96%
Holding current value
$861,707
Previous $753 Million
12.31%
% of portfolio
1.32%
Previous 1.22%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,446Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.22 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio