Wells Financial Advisors Inc Ishares Msci Usa Quality Facto Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
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 70,866 shares of QUAL stock, worth $12.2 Million. This represents 8.16% of its overall portfolio holdings.
Number of Shares
70,866
Previous 69,076
2.59%
Holding current value
$12.2 Million
Previous $10.2 Million
14.59%
% of portfolio
8.16%
Previous 7.38%
Shares
14 transactions
Others Institutions Holding QUAL
# of Institutions
1,285Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.64 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.24 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio