Tru Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 22,828 shares of QUAL stock, worth $4.11 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,828
Previous 21,164
7.86%
Holding current value
$4.11 Million
Previous $3.61 Million
13.29%
% of portfolio
0.25%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.14 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.65 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.63 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.41 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.37 Billion0.11% of portfolio