Pmg Wealth Management, Inc. Ishares Msci Usa Quality Facto Transaction History
Pmg Wealth Management, Inc.
- $94.2 Billion
- Q1 2025
A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 40,783 shares of QUAL stock, worth $6.92 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
40,783
Previous 40,158
1.56%
Holding current value
$6.92 Million
Previous $7.15 Billion
2.54%
% of portfolio
7.4%
Previous 6.51%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,584Shares Held
237MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.94 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio