Diversify Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 115,325 shares of QUAL stock, worth $22.4 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
115,325
Previous 113,242
1.84%
Holding current value
$22.4 Million
Previous $21.2 Billion
6.62%
% of portfolio
1.3%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,682Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio