Goal Vest Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Goal Vest Advisory LLC holds 38 shares of QUAL stock, worth $6,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38
Previous 101
62.38%
Holding current value
$6,950
Previous $18,000
66.67%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,524Shares Held
231MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.22 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio