One Wealth Management Investment & Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $77.6 Billion
- Q2 2025
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 1,239 shares of QUAL stock, worth $230,020. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,239
Previous 1,268
2.29%
Holding current value
$230,020
Previous $217 Million
4.53%
% of portfolio
0.29%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding QUAL
# of Institutions
1,630Shares Held
244MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc32.5MShares$6.03 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.38 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.77 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.39 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.31 Billion0.84% of portfolio