Wells Financial Advisors Inc Ishares Msci Usa Quality Facto Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
A detailed history of Wells Financial Advisors Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wells Financial Advisors Inc holds 16,643 shares of QUAL stock, worth $3.2 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
16,643
Previous 17,093
2.63%
Holding current value
$3.2 Million
Previous $3.12 Million
3.62%
% of portfolio
4.48%
Previous 4.38%
Shares
20 transactions
Others Institutions Holding QUAL
# of Institutions
1,647Shares Held
251MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio