Kellett Schaffner Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Kellett Schaffner Wealth Advisors LLC
- $124 Million
- Q2 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,594 shares of QUAL stock, worth $463,703. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,594
Previous 5,417
52.11%
Holding current value
$463,703
Previous $890,000
50.34%
% of portfolio
0.36%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,352Shares 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