Forvis Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,293 shares of QUAL stock, worth $406,182. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,293
Previous 2,292
0.04%
Holding current value
$406,182
Previous $376,000
3.99%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding QUAL
# of Institutions
1,394Shares Held
225MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.97 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio