Schrum Private Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 4,768 shares of QUAL stock, worth $852,327. This represents 0.74% of its overall portfolio holdings.
Number of Shares
4,768
Previous 3,834
24.36%
Holding current value
$852,327
Previous $630,000
29.21%
% of portfolio
0.74%
Previous 0.57%
Shares
9 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio