Trace Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q1 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 $785,084. This represents 0.68% of its overall portfolio holdings.
Number of Shares
4,434
Previous 4,434
-0.0%
Holding current value
$785,084
Previous $790 Million
4.04%
% of portfolio
0.68%
Previous 0.71%
Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,595Shares Held
241MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.64 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.22 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.69 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.32 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.29 Billion0.66% of portfolio