Falcon Wealth Planning Ishares Msci Usa Quality Facto Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Falcon Wealth Planning holds 1,457 shares of QUAL stock, worth $261,254. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,457
Previous 1,609
9.45%
Holding current value
$261,254
Previous $274,000
4.74%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,443Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.12 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.64 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.4 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.36 Billion0.11% of portfolio