Talisman Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 9,070 shares of QUAL stock, worth $1.55 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
9,070
Previous 9,040
0.33%
Holding current value
$1.55 Million
Previous $1.49 Million
4.24%
% of portfolio
1.8%
Previous 1.87%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,343Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.78 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.35 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.49 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.38 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.32 Billion0.12% of portfolio