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 $10.4 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares
56,676
Previous 61,119 7.27%
Holding current value
$10.4 Million
Previous $10.4 Billion 1.26%
% of portfolio
6.79%
Previous 6.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
SELL
$162.64 - $179.3 $722,609 - $796,629
-4,443 Reduced 7.27%
56,676 $10.6 Billion
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $82,535 - $92,483
534 Added 0.88%
61,119 $10.4 Billion
Q1 2024

Apr 29, 2024
BUY
$144.62 - $165.44 $323,081 - $369,592
2,234 Added 3.83%
60,585 $9.96 Billion
Q4 2023

Feb 28, 2024
BUY
$127.66 - $147.99 $7.45 Million - $8.64 Million
58,351 New
58,351 $8.59 Billion

Others Institutions Holding QUAL

# of Institutions
1,524
Shares Held
231M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email