Rockbridge Investment Management, Lcc Ishares Msci Usa Quality Facto Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,986 shares of QUAL stock, worth $543,870. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,986
Previous 2,971
0.5%
Holding current value
$543,870
Previous $507 Million
5.53%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.2 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.68 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.65 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio