Triad Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 27,294 shares of QUAL stock, worth $5.02 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
27,294
Previous 1,674
1530.47%
Holding current value
$5.02 Million
Previous $286 Million
1612.03%
% of portfolio
2.6%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,401Shares Held
225MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28.5MShares$5.25 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.53 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.61 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.49 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.42 Billion0.12% of portfolio