Vertex Planning Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 21,542 shares of QUAL stock, worth $3.89 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
21,542
Previous 20,365
5.78%
Holding current value
$3.89 Million
Previous $3.48 Billion
11.07%
% of portfolio
0.92%
Previous 0.9%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.15 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.66 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.64 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