Polaris Wealth Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,666Shares Held
239MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc26.1MShares$5.04 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.76 Billion1.26% of portfolio
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Morgan Stanley New York, NY10.1MShares$1.96 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio