Delta Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 18,640 shares of QUAL stock, worth $3.56 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
18,640
Previous 19,229
3.06%
Holding current value
$3.56 Million
Previous $3.29 Billion
3.7%
% of portfolio
2.85%
Previous 2.98%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,653Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.2 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.72 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.93 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.43 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.35 Billion0.84% of portfolio