Sanchez Wealth Management Group Ishares Msci Usa Quality Facto Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 2025
A detailed history of Sanchez Wealth Management Group transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sanchez Wealth Management Group holds 1,467 shares of QUAL stock, worth $282,089. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,467
Previous 1,929
23.95%
Holding current value
$282,089
Previous $329,000
18.54%
% of portfolio
0.07%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding QUAL
# of Institutions
1,649Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio