Cyndeo Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,828 shares of QUAL stock, worth $2.76 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,828
Previous 19,120 22.45%
Holding current value
$2.76 Million
Previous $3.43 Million 22.99%
% of portfolio
0.19%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$176.42 - $186.91 $757,194 - $802,217
-4,292 Reduced 22.45%
14,828 $2.64 Million
Q3 2024

Oct 18, 2024
SELL
$162.64 - $179.3 $510,201 - $562,464
-3,137 Reduced 14.09%
19,120 $3.43 Million
Q2 2024

Jul 30, 2024
BUY
$154.56 - $173.19 $1.41 Million - $1.58 Million
9,106 Added 69.24%
22,257 $3.8 Million
Q1 2024

Apr 16, 2024
BUY
$144.62 - $165.44 $139,558 - $159,649
965 Added 7.92%
13,151 $2.16 Million
Q4 2023

Jan 12, 2024
BUY
$127.66 - $147.99 $1.56 Million - $1.8 Million
12,186 New
12,186 $1.79 Million

Others Institutions Holding QUAL

# of Institutions
1,563
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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