Shepherd Financial Partners LLC Ishares Msci Usa Quality Facto Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,981 shares of QUAL stock, worth $2.24 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,981
Previous 11,206
15.84%
Holding current value
$2.24 Million
Previous $1.65 Million
29.43%
% of portfolio
0.28%
Previous 0.24%
Shares
22 transactions
Others Institutions Holding QUAL
# of Institutions
1,286Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.66 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.25 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.52 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio