Wr Wealth Planners, LLC Ishares Msci Usa Quality Facto Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,428 shares of QUAL stock, worth $1.73 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
9,428
Previous 6,728
40.13%
Holding current value
$1.73 Million
Previous $1.15 Million
47.21%
% of portfolio
0.49%
Previous 0.36%
Shares
10 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, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.42 Billion0.12% of portfolio