Lutz Financial Services LLC Ishares Msci Usa Quality Facto Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lutz Financial Services LLC holds 69,204 shares of QUAL stock, worth $11.8 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
69,204
Previous 71,441
3.13%
Holding current value
$11.8 Million
Previous $10.5 Million
8.2%
% of portfolio
0.99%
Previous 0.99%
Shares
16 transactions
Others Institutions Holding QUAL
# of Institutions
1,295Shares Held
212MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.62 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.23 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.39 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.34 Billion0.12% of portfolio