One Wealth Management Investment & Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 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 38,760 shares of QUAL stock, worth $6.87 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
38,760
Previous 38,807
0.12%
Holding current value
$6.87 Million
Previous $6.38 Billion
3.77%
% of portfolio
2.63%
Previous 2.61%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,394Shares Held
225MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.97 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio