Aprio Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,975 shares of QUAL stock, worth $368,100. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,975
Previous 1,975
-0.0%
Holding current value
$368,100
Previous $337,000
5.04%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,448Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.32 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.74 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.69 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.42 Billion0.11% of portfolio