Tobias Financial Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
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 99,233 shares of QUAL stock, worth $16.8 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
99,233
Previous 98,051
1.21%
Holding current value
$16.8 Million
Previous $17.6 Million
0.52%
% of portfolio
3.66%
Previous 3.62%
Shares
21 transactions
Others Institutions Holding QUAL
# of Institutions
1,579Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.94 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio