Copia Wealth Management Ishares Msci Usa Quality Facto Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 210 shares of QUAL stock, worth $38,931. This represents 0.03% of its overall portfolio holdings.
Number of Shares
210
Previous 523
59.85%
Holding current value
$38,931
Previous $89.4 Million
57.04%
% of portfolio
0.03%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,624Shares Held
243MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc32.5MShares$6.02 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.37 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.77 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.39 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.35 Billion0.66% of portfolio