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 $1.1 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
6,004
Previous 6,049
0.74%
Holding current value
$1.1 Million
Previous $1.03 Million
4.26%
% of portfolio
1.16%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,564Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.32 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.08 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.66 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.41 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio