Curtis Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Curtis Advisory Group, LLC
- $268 Million
- Q2 2024
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 8,137 shares of QUAL stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,137
Previous 7,789
4.47%
Holding current value
$1.45 Million
Previous $1.28 Million
8.52%
% of portfolio
0.52%
Previous 0.5%
Shares
9 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio