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 13,151 shares of QUAL stock, worth $2.28 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,151
Previous 12,186 7.92%
Holding current value
$2.28 Million
Previous $1.79 Million 20.52%
% of portfolio
0.18%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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