Bms Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 17,225 shares of QUAL stock, worth $3.14 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
17,225
Previous 32,941
47.71%
Holding current value
$3.14 Million
Previous $4.09 Million
43.15%
% of portfolio
1.57%
Previous 2.86%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.2 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.68 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.65 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio