Waypoint Wealth Partners Inc. Ishares Msci Usa Quality Facto Transaction History
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 12,231 shares of QUAL stock, worth $2.19 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
12,231
Previous 12,231
-0.0%
Holding current value
$2.19 Million
Previous $2.01 Million
3.88%
% of portfolio
0.63%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,347Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio