Kingswood Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,045 shares of QUAL stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,045
Previous 7,695
4.55%
Holding current value
$1.44 Million
Previous $1.31 Billion
9.76%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,445Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.12 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.64 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.4 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.36 Billion0.11% of portfolio