Family Wealth Group, LLC Ishares Msci Usa Quality Facto Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 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 6,004 shares of QUAL stock, worth $1.08 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
6,004
Previous 6,049
0.74%
Holding current value
$1.08 Million
Previous $1.03 Million
4.26%
% of portfolio
1.16%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio