Collaborative Wealth Managment Inc. Ishares Msci Usa Quality Facto Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,052 shares of QUAL stock, worth $203,256. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,052Holding current value
$203,256% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,666Shares Held
239MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc26.1MShares$5.04 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.76 Billion1.26% of portfolio
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Morgan Stanley New York, NY10.1MShares$1.96 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio