Channel Wealth LLC Ishares Msci Usa Quality Facto Transaction History

Channel Wealth LLC

$304 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$130.77 - $139.97 $4,184 - $4,479	-32 Reduced 1.75%	1,792 $236 Million
Q2 2023 Jul 26, 2023	BUY	$121.98 - $134.87 $222,491 - $246,002	1,824 New	1,824 $246 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 Channel Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Channel Wealth LLC with notifications on news.