Heritage Wealth Architects, Inc. Ishares Msci Usa Quality Facto Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 11,983 shares of QUAL stock, worth $2.03 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
11,983Holding current value
$2.03 Million% of portfolio
1.99%Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,593Shares Held
241MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc31.9MShares$5.4 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.08 Billion1.26% of portfolio
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Morgan Stanley New York, NY9.55MShares$1.62 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.48MShares$1.27 Billion0.11% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.24 Billion0.66% of portfolio