Heritage Family Offices, LLP Ishares Msci Usa Quality Facto Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,197 shares of QUAL stock, worth $584,763. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,197
Previous 2,817
13.49%
Holding current value
$584,763
Previous $505 Million
12.72%
% of portfolio
0.28%
Previous 0.26%
Shares
3 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