Personal Cfo Solutions, LLC Ishares Msci Usa Quality Facto Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 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 3,012 shares of QUAL stock, worth $521,768. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,012
Previous 2,842
5.98%
Holding current value
$521,768
Previous $418,000
18.42%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,288Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.68 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.26 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.53 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio