San Luis Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 2,576 shares of QUAL stock, worth $473,520. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,521
2.18%
Holding current value
$473,520
Previous $430,000
7.44%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,441Shares Held
226MCall Options Held
14.8KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.25 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.71 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.67 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.4 Billion0.11% of portfolio