Sound Financial Strategies Group, LLC Ishares Msci Usa Quality Facto Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 4,522 shares of QUAL stock, worth $817,080. This represents 0.71% of its overall portfolio holdings.
Number of Shares
4,522
Previous 4,575
1.16%
Holding current value
$817,080
Previous $781,000
3.71%
% of portfolio
0.71%
Previous 0.75%
Shares
13 transactions
Others Institutions Holding QUAL
# of Institutions
1,462Shares Held
228MCall 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$1.37 Billion0.11% of portfolio