Lodestone Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
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 $460,149. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,393
Previous 2,393
-0.0%
Holding current value
$460,149
Previous $426 Million
4.04%
% of portfolio
0.22%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,648Shares Held
251MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio