Beacon Bridge Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 88,230 shares of QUAL stock, worth $15.9 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
88,230
Previous 76,097
15.94%
Holding current value
$15.9 Million
Previous $13 Billion
21.74%
% of portfolio
6.8%
Previous 5.96%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio