Goal Vest Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 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 101 shares of QUAL stock, worth $18,074. This represents 0.01% of its overall portfolio holdings.
Number of Shares
101
Previous 101
-0.0%
Holding current value
$18,074
Previous $17,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,449Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.11 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.64 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.62 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.4 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.36 Billion0.11% of portfolio