Creative One Wealth, LLC Ishares Msci Usa Quality Facto Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Creative One Wealth, LLC holds 249,510 shares of QUAL stock, worth $42.6 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
249,510
Previous 159,332
56.6%
Holding current value
$42.6 Million
Previous $23.4 Million
74.91%
% of portfolio
1.63%
Previous 1.5%
Shares
18 transactions
Others Institutions Holding QUAL
# of Institutions
1,284Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.62 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.23 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.39 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.34 Billion0.12% of portfolio