Merkkuri Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 9,398 shares of QUAL stock, worth $1.7 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
9,398
Previous 7,898
18.99%
Holding current value
$1.7 Million
Previous $1.35 Billion
24.93%
% of portfolio
1.33%
Previous 1.24%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,372Shares Held
224MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.09 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.5 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.59 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.47 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.4 Billion0.12% of portfolio