Balance Wealth, LLC Ishares Msci Usa Quality Facto Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Balance Wealth, LLC holds 17,803 shares of QUAL stock, worth $3.1 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
17,803Holding current value
$3.1 Million% of portfolio
1.98%Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,593Shares Held
241MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc31.9MShares$5.54 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.16 Billion1.26% of portfolio
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Morgan Stanley New York, NY9.55MShares$1.66 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.48MShares$1.3 Billion0.11% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.27 Billion0.66% of portfolio