Holistic Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$127.66 - $147.99 $217,660 - $252,322	1,705 New	1,705 $251 Million

Others Institutions Holding QUAL

# of Institutions

1,445

Shares Held

226M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.16 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.66 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.64 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.42 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.38 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
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