Garrett Wealth Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 71,400 shares of QUAL stock, worth $12.4 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
71,400
Previous 73,633
3.03%
Holding current value
$12.4 Million
Previous $10.8 Million
8.31%
% of portfolio
4.8%
Previous 4.51%
Shares
22 transactions
Others Institutions Holding QUAL
# of Institutions
1,288Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.68 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.26 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.53 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio