Wj Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wj Wealth Management, LLC holds 99,472 shares of QUAL stock, worth $16.7 Million. This represents 6.93% of its overall portfolio holdings.
Number of Shares
99,472
Previous 134,007
25.77%
Holding current value
$16.7 Million
Previous $23.9 Million
28.77%
% of portfolio
6.93%
Previous 8.92%
Shares
21 transactions
Others Institutions Holding QUAL
# of Institutions
1,586Shares Held
238MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc31.9MShares$5.34 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.83 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.53 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.3 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.29 Billion0.92% of portfolio