Portus Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Portus Wealth Advisors, LLC
- $100 Billion
- Q3 2025
A detailed history of Portus Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 9,755 shares of QUAL stock, worth $1.9 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
9,755Holding current value
$1.9 Million% of portfolio
1.89%Shares
1 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