Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Quality Facto Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 239 shares of QUAL stock, worth $43,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
239Holding current value
$43,670% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,444Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.22 Billion1.69% of portfolio
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Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
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Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
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Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio