Avantra Family Wealth, Inc. Ishares Msci Usa Quality Facto Transaction History
Avantra Family Wealth, Inc.
- $104 Billion
- Q1 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 6,828 shares of QUAL stock, worth $1.16 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
6,828
Previous 6,707
1.8%
Holding current value
$1.16 Million
Previous $1.19 Billion
2.31%
% of portfolio
1.12%
Previous 1.12%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,590Shares Held
247MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc31.9MShares$5.4 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio