Modern Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 167,709 shares of QUAL stock, worth $30.6 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
167,709
Previous 166,061
0.99%
Holding current value
$30.6 Million
Previous $28.4 Billion
6.04%
% of portfolio
1.83%
Previous 2.07%
Shares
3 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
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio