Brass Tax Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 6,067 shares of QUAL stock, worth $1.09 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,067
Previous 6,016
0.85%
Holding current value
$1.09 Million
Previous $1.07 Billion
3.22%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,593Shares Held
241MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc31.9MShares$5.7 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.25 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.71 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.34 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.31 Billion0.66% of portfolio