Caldwell Sutter Capital, Inc. Ishares Msci Usa Quality Facto Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$144.62 - $165.44 $1,446 - $1,654	10 New	10 $1.64 Million

Others Institutions Holding QUAL

# of Institutions

1,448

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.2 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.68 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.65 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.38 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.