Beacon Financial Planning, Inc Ishares Msci Usa Quality Facto Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 9,090 shares of QUAL stock, worth $1.62 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
9,090
Previous 5,376
69.08%
Holding current value
$1.62 Million
Previous $884 Million
75.68%
% of portfolio
1.05%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio