Family Wealth Group, LLC Ishares Msci Usa Quality Facto Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Family Wealth Group, LLC holds 6,049 shares of QUAL stock, worth $1.08 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
6,049
Previous 6,510
7.08%
Holding current value
$1.08 Million
Previous $1.07 Million
3.46%
% of portfolio
1.12%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,354Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio