Diversify Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 104,139 shares of QUAL stock, worth $18.8 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
104,139
Previous 99,460
4.7%
Holding current value
$18.8 Million
Previous $16.2 Billion
15.78%
% of portfolio
1.8%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,445Shares Held
226MCall 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$1.38 Billion0.11% of portfolio