Cfm Wealth Partners LLC Ishares Msci Usa Quality Facto Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 12,920 shares of QUAL stock, worth $2.28 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,920
Previous 12,999
0.61%
Holding current value
$2.28 Million
Previous $2.14 Million
3.28%
% of portfolio
0.41%
Previous 0.43%
Shares
18 transactions
Others Institutions Holding QUAL
# of Institutions
1,345Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.96 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio