Forthright Family Wealth Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 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 60,585 shares of QUAL stock, worth $10.3 Million. This represents 6.68% of its overall portfolio holdings.
Number of Shares
60,585
Previous 58,351
3.83%
Holding current value
$10.3 Million
Previous $8.59 Billion
15.97%
% of portfolio
6.68%
Previous 6.73%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,284Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.62 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.23 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.39 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.34 Billion0.12% of portfolio