Lifelong Wealth Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 42,708 shares of QUAL stock, worth $7.92 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
42,708
Previous 38,111
12.06%
Holding current value
$7.92 Million
Previous $6.51 Billion
19.89%
% of portfolio
2.59%
Previous 3.05%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,620Shares Held
243MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc32.5MShares$6.02 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.37 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.77 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.39 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.35 Billion0.66% of portfolio