Optivise Advisory Services LLC Ishares Msci Usa Quality Facto Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,206 shares of QUAL stock, worth $2.16 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
12,206
Previous 16,193
24.62%
Holding current value
$2.16 Million
Previous $2.88 Billion
27.66%
% of portfolio
1.17%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,596Shares Held
241MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.64 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.22 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.69 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.32 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.29 Billion0.66% of portfolio