Worth Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
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 27,062 shares of QUAL stock, worth $4.98 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
27,062
Previous 27,207
0.53%
Holding current value
$4.98 Million
Previous $4.65 Billion
4.44%
% of portfolio
2.85%
Previous 3.05%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,519Shares Held
231MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.26 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.71 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.67 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.4 Billion0.11% of portfolio