Lifeworks Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,583 shares of QUAL stock, worth $819,394. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,583
Previous 3,939
16.35%
Holding current value
$819,394
Previous $647,000
20.87%
% of portfolio
0.22%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,346Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio