Insight Wealth Strategies, LLC Ishares Msci Usa Quality Facto Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 150,040 shares of QUAL stock, worth $26.8 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
150,040
Previous 146,795
2.21%
Holding current value
$26.8 Million
Previous $24.1 Million
6.2%
% of portfolio
3.66%
Previous 3.57%
Shares
19 transactions
Others Institutions Holding QUAL
# of Institutions
1,346Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio