Summit Investment Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,036 shares of QUAL stock, worth $352,696. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,036
Previous 1,566
30.01%
Holding current value
$352,696
Previous $230 Million
45.22%
% of portfolio
0.2%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,288Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.68 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.26 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.53 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio