Lodestone Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,393 shares of QUAL stock, worth $410,112. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,393
Previous 2,393
-0.0%
Holding current value
$410,112
Previous $429 Million
0.68%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,576Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.99 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.89 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.56 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.32 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.32 Billion0.92% of portfolio