Worth Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 25,710 shares of QUAL stock, worth $4.53 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
25,710
Previous 26,263
2.11%
Holding current value
$4.53 Million
Previous $4.68 Billion
6.06%
% of portfolio
2.79%
Previous 2.88%
Shares
10 transactions
Others Institutions Holding QUAL
# of Institutions
1,596Shares Held
241MCall Options Held
22.8KPut Options Held
10.7K-
Envestnet Asset Management Inc31.9MShares$5.62 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$3.21 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.55MShares$1.69 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.48MShares$1.32 Billion0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.3MShares$1.29 Billion0.66% of portfolio