Consultiva Wealth Management, Corp. Ishares Msci Usa Quality Facto Transaction History

Consultiva Wealth Management, Corp.

$12.6 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 16, 2021	BUY	$85.59 - $92.22 $124,790 - $134,456	1,458 New	1,458 $194,000

Others Institutions Holding QUAL

# of Institutions

1,445

Shares Held

226M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.16 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.66 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.64 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.42 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
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