Forthright Family Wealth Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 61,119 shares of QUAL stock, worth $10.8 Million. This represents 6.73% of its overall portfolio holdings.
Number of Shares
61,119
Previous 60,585
0.88%
Holding current value
$10.8 Million
Previous $9.96 Billion
4.82%
% of portfolio
6.73%
Previous 6.68%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,394Shares Held
225MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.97 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