Wescott Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,685 shares of QUAL stock, worth $303,333. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,685
Previous 1,603
5.12%
Holding current value
$303,333
Previous $273,000
10.62%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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