Tanglewood Wealth Management, Inc. Ishares Msci Usa Quality Facto Transaction History
Tanglewood Wealth Management, Inc.
- $769 Million
- Q2 2024
A detailed history of Tanglewood Wealth Management, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 143,750 shares of QUAL stock, worth $25.7 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
143,750
Previous 144,270
0.36%
Holding current value
$25.7 Million
Previous $23.7 Million
3.53%
% of portfolio
3.19%
Previous 2.94%
Shares
27 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio