Ridgeline Wealth Planning, LLC Ishares Msci Usa Quality Facto Transaction History
Ridgeline Wealth Planning, LLC
- $102 Billion
- Q1 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 39,888 shares of QUAL stock, worth $7.17 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
39,888
Previous 39,432
1.16%
Holding current value
$7.17 Million
Previous $7.02 Billion
2.93%
% of portfolio
6.7%
Previous 6.72%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,598Shares Held
241MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.73 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.27 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.72 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.34 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.31 Billion0.66% of portfolio