Crown Wealth Group, LLC Ishares Msci Usa Quality Facto Transaction History
Crown Wealth Group, LLC
- $187 Million
- Q1 2024
A detailed history of Crown Wealth Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Crown Wealth Group, LLC holds 59,768 shares of QUAL stock, worth $10.3 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
59,768
Previous 57,415
4.1%
Holding current value
$10.3 Million
Previous $8.45 Million
16.26%
% of portfolio
5.26%
Previous 5.29%
Shares
7 transactions
Others Institutions Holding QUAL
# of Institutions
1,286Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.66 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.25 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.52 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio