Trace Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
A detailed history of Trace Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 4,434 shares of QUAL stock, worth $872,123. This represents 0.66% of its overall portfolio holdings.
Number of Shares
4,434
Previous 4,434
-0.0%
Holding current value
$872,123
Previous $758 Million
6.98%
% of portfolio
0.66%
Previous 0.68%
Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,653Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.39 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.83 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.99 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.47 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.39 Billion0.84% of portfolio