Tolleson Wealth Management, Inc. Ishares Msci Usa Quality Facto Transaction History
Tolleson Wealth Management, Inc.
- $556 Million
- Q2 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,957 shares of QUAL stock, worth $568,601. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,957
Previous 2,957
-0.0%
Holding current value
$568,601
Previous $541,000
0.18%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding QUAL
# of Institutions
1,648Shares Held
251MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio