Liberty Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Liberty Wealth Management LLC holds 779,144 shares of QUAL stock, worth $138 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
779,144
Previous 92,889
738.79%
Holding current value
$138 Million
Previous $15.2 Million
22.91%
% of portfolio
3.43%
Previous 2.98%
Shares
15 transactions
Others Institutions Holding QUAL
# of Institutions
1,345Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.96 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio