Trademark Financial Management, LLC Ishares Msci Usa Quality Facto Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 36,339 shares of QUAL stock, worth $6.5 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
36,339
Previous 34,465
5.44%
Holding current value
$6.5 Million
Previous $5.66 Billion
9.55%
% of portfolio
5.05%
Previous 4.7%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,352Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio