Investment Planning Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,046 shares of QUAL stock, worth $560,403. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,046
Previous 3,046
-0.0%
Holding current value
$560,403
Previous $520 Million
99.9%
% of portfolio
0.29%
Previous 0.27%
Shares
1 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