Tobias Financial Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 98,106 shares of QUAL stock, worth $18.3 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
98,106
Previous 99,233
1.14%
Holding current value
$18.3 Million
Previous $17.7 Million
5.13%
% of portfolio
3.36%
Previous 3.66%
Shares
22 transactions
Others Institutions Holding QUAL
# of Institutions
1,619Shares Held
243MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.95 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.4 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.79 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.4 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.36 Billion0.66% of portfolio