Ridgeline Wealth Planning, LLC Ishares Msci Usa Quality Facto Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 10,079 shares of QUAL stock, worth $1.87 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
10,079
Previous 39,888
74.73%
Holding current value
$1.87 Million
Previous $6.82 Billion
72.97%
% of portfolio
1.52%
Previous 6.7%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,629Shares Held
243MCall Options Held
22.8KPut Options Held
10.6K-
Envestnet Asset Management Inc32.5MShares$6.03 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.38 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.77 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.39 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.31 Billion0.84% of portfolio