One Wealth Management Investment & Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 38,807 shares of QUAL stock, worth $6.63 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
38,807
Previous 39,853
2.62%
Holding current value
$6.63 Million
Previous $5.86 Billion
8.77%
% of portfolio
2.61%
Previous 2.61%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,284Shares Held
211MCall 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