Personal Cfo Solutions, LLC Ishares Msci Usa Quality Facto Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,418 shares of QUAL stock, worth $979,899. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,418
Previous 5,267 2.87%
Holding current value
$979,899
Previous $899,000 8.01%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$162.64 - $179.3 $24,558 - $27,074
151 Added 2.87%
5,418 $971,000
Q2 2024

Aug 09, 2024
BUY
$154.56 - $173.19 $348,532 - $390,543
2,255 Added 74.87%
5,267 $899,000
Q1 2024

May 13, 2024
BUY
$144.62 - $165.44 $24,585 - $28,124
170 Added 5.98%
3,012 $495,000
Q4 2023

Feb 13, 2024
BUY
$127.66 - $147.99 $362,809 - $420,587
2,842 New
2,842 $418,000

Others Institutions Holding QUAL

# of Institutions
1,445
Shares Held
226M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email