Adapt Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 31,195 shares of QUAL stock, worth $5.62 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
31,195
Previous 14,644
113.02%
Holding current value
$5.62 Million
Previous $2.5 Billion
123.68%
% of portfolio
2.99%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio