Dynasty Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 225,544 shares of QUAL stock, worth $41.8 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
225,544
Previous 454,393 50.36%
Holding current value
$41.8 Million
Previous $51.2 Billion 21.62%
% of portfolio
1.21%
Previous 1.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$162.64 - $179.3 $37.2 Million - $41 Million
-228,849 Reduced 50.36%
225,544 $40.1 Billion
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $34 Million - $38.1 Million
219,899 Added 93.78%
454,393 $51.2 Billion
Q1 2024

May 15, 2024
BUY
$144.62 - $165.44 $33.9 Million - $38.8 Million
234,494 New
234,494 $38.5 Billion

Others Institutions Holding QUAL

# of Institutions
1,446
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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