Shepherd Financial Partners LLC Ishares Msci Usa Quality Facto Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 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 15,618 shares of QUAL stock, worth $2.82 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
15,618
Previous 12,985
20.28%
Holding current value
$2.82 Million
Previous $2.22 Million
26.3%
% of portfolio
0.34%
Previous 0.29%
Shares
24 transactions
Others Institutions Holding QUAL
# of Institutions
1,444Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.16 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.66 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.64 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.42 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.38 Billion0.11% of portfolio