Org Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,288 shares of QUAL stock, worth $639,121. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,288
Previous 417
688.49%
Holding current value
$639,121
Previous $76,000
740.79%
% of portfolio
0.24%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares 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