Copia Wealth Management Ishares Msci Usa Quality Facto Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Copia Wealth Management holds 523 shares of QUAL stock, worth $84,427. This represents 0.08% of its overall portfolio holdings.
Number of Shares
523
Previous 573
8.73%
Holding current value
$84,427
Previous $102 Million
12.41%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,583Shares Held
239MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.7 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.72 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.47 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.25 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.24 Billion0.92% of portfolio