Heritage Family Offices, LLP Ishares Msci Usa Quality Facto Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 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 2,817 shares of QUAL stock, worth $507,116. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,817
Previous 2,636
6.87%
Holding current value
$507,116
Previous $450 Million
12.21%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio