Qtr Family Wealth, LLC Ishares Msci Usa Size Factor E Transaction History
Qtr Family Wealth, LLC
- $133 Billion
- Q1 2025
A detailed history of Qtr Family Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 4,832 shares of SIZE stock, worth $733,449. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,832Holding current value
$733,449% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.82MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$72 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$65.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$27.4 Million0.01% of portfolio
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James Reed Financial Services, Inc. Cleveland, OH159KShares$24.2 Million25.74% of portfolio
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Trinity Wealth Management, LLC112KShares$17.1 Million7.44% of portfolio