Shared Vision Wealth Group LLC Ishares Msci Usa Quality Facto Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 34,879 shares of QUAL stock, worth $6.18 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
34,879
Previous 33,851
3.04%
Holding current value
$6.18 Million
Previous $5.56 Billion
7.05%
% of portfolio
3.47%
Previous 3.47%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,396Shares Held
224MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.97 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio