Blue Zone Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Blue Zone Wealth Advisors, LLC
- $300 Million
- Q3 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 2,132 shares of QUAL stock, worth $382,288. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,132Holding current value
$382,288% of portfolio
0.13%Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,443Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.12 Billion1.69% of portfolio
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Lpl Financial LLC Fort Mill, SC14.7MShares$2.64 Billion1.21% of portfolio
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Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.4 Billion0.9% of portfolio
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Bank Of America Corp Charlotte, NC7.61MShares$1.36 Billion0.11% of portfolio