Qtr Family Wealth, LLC Ishares Msci Usa Size Factor E Transaction History
Qtr Family Wealth, LLC
- $161 Billion
- Q2 2025
A detailed history of Qtr Family Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 4,786 shares of SIZE stock, worth $755,087. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,786
Previous 4,832
0.95%
Holding current value
$755,087
Previous $703 Million
5.25%
% of portfolio
0.46%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
76Shares Held
1.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$74.9 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$67.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$28.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.4 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$18.1 Million7.18% of portfolio