One Wealth Management Investment & Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $86.1 Billion
- Q3 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 1,102 shares of QUAL stock, worth $214,206. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,102
Previous 1,239
11.06%
Holding current value
$214,206
Previous $227 Million
5.37%
% of portfolio
0.25%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,684Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio