Forthright Family Wealth Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 56,676 shares of QUAL stock, worth $10.5 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
56,676
Previous 61,119
7.27%
Holding current value
$10.5 Million
Previous $10.4 Billion
1.26%
% of portfolio
6.79%
Previous 6.73%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,554Shares Held
234MCall Options Held
23.1KPut Options Held
11.4K-
Envestnet Asset Management Inc29.1MShares$5.39 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.12 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.68 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.43 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.42 Billion0.92% of portfolio