Moulton Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 3,713 shares of QUAL stock, worth $680,815. This represents 0.51% of its overall portfolio holdings.
Number of Shares
3,713
Previous 3,353
10.74%
Holding current value
$680,815
Previous $601,000
9.98%
% of portfolio
0.51%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,508Shares Held
229MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.23 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.7 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio