Diversify Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 108,188 shares of QUAL stock, worth $19.5 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
108,188
Previous 104,139
3.89%
Holding current value
$19.5 Million
Previous $18.7 Billion
1.87%
% of portfolio
1.49%
Previous 1.8%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,462Shares Held
228MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.16 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.66 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.64 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.42 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio