Sonoma Private Wealth LLC Ishares Msci Usa Quality Facto Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 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 4,409 shares of QUAL stock, worth $779,599. This represents 1.22% of its overall portfolio holdings.
Number of Shares
4,409
Previous 4,011
9.92%
Holding current value
$779,599
Previous $659 Million
14.21%
% of portfolio
1.22%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding QUAL
# of Institutions
1,345Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.96 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio