Lord & Richards Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,878 shares of QUAL stock, worth $901,747. This represents 1.83% of its overall portfolio holdings.
Number of Shares
4,878Holding current value
$901,747% of portfolio
1.83%Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,498Shares Held
229MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.28 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.72 Billion1.21% of portfolio
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Morgan Stanley New York, NY9.07MShares$1.68 Billion0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.45 Billion0.9% of portfolio
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Bank Of America Corp Charlotte, NC7.61MShares$1.41 Billion0.11% of portfolio