Kerntke Otto Mc Glone Wealth Management Group Ishares Msci Usa Quality Facto Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$103.82 - $121.24 $26,577 - $31,037	256 New	256 $29,000

Others Institutions Holding QUAL

# of Institutions

1,448

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.32 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.74 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.69 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.46 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.42 Billion
0.11% of portfolio

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About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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