Avantra Family Wealth, Inc. Ishares Msci Usa Quality Facto Transaction History
Avantra Family Wealth, Inc.
- $134 Billion
- Q3 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 7,674 shares of QUAL stock, worth $1.48 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
7,674Holding current value
$1.48 Million% of portfolio
1.12%Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,659Shares Held
249MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio