Connecticut Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,527,665 shares of QUAL stock, worth $253 Million. This represents 13.37% of its overall portfolio holdings.
Number of Shares
1,527,665
Previous 1,513,154
0.96%
Holding current value
$253 Million
Previous $223 Million
12.77%
% of portfolio
13.37%
Previous 12.8%
Shares
20 transactions
Others Institutions Holding QUAL
# of Institutions
1,283Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.48 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.16 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.46 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.35 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.3 Billion0.12% of portfolio