Genesis Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 4,407 shares of QUAL stock, worth $746,413. This represents 0.61% of its overall portfolio holdings.
Number of Shares
4,407
Previous 5,041
12.58%
Holding current value
$746,413
Previous $898 Million
16.11%
% of portfolio
0.61%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,591Shares Held
247MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc31.9MShares$5.4 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.08 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio