Falcon Wealth Planning Ishares Msci Usa Quality Facto Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 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 1,609 shares of QUAL stock, worth $277,536. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,609
Previous 1,517
6.06%
Holding current value
$277,536
Previous $249,000
10.04%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,294Shares Held
213MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.66 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.25 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.52 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio