Sound Financial Strategies Group, LLC Ishares Msci Usa Quality Facto Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 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 3,283 shares of QUAL stock, worth $596,094. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,283
Previous 4,522
27.4%
Holding current value
$596,094
Previous $810,000
27.9%
% of portfolio
0.53%
Previous 0.71%
Shares
14 transactions
Others Institutions Holding QUAL
# of Institutions
1,571Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.29 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.06 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.65 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.4 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.39 Billion0.92% of portfolio