Lifelong Wealth Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 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 38,111 shares of QUAL stock, worth $6.45 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
38,111
Previous 34,899
9.2%
Holding current value
$6.45 Million
Previous $6.21 Billion
4.79%
% of portfolio
3.05%
Previous 2.79%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,590Shares Held
247MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc31.9MShares$5.4 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio