Curtis Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 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 8,536 shares of QUAL stock, worth $1.57 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
8,536
Previous 8,137
4.9%
Holding current value
$1.57 Million
Previous $1.39 Million
10.15%
% of portfolio
0.46%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding QUAL
# of Institutions
1,446Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.26 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.71 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.67 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.4 Billion0.11% of portfolio