Xcel Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Xcel Wealth Management, LLC
- $314 Million
- Q1 2024
A detailed history of Xcel Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,287 shares of QUAL stock, worth $220,669. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,287Holding current value
$220,669% of portfolio
0.07%Shares
1 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
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Lpl Financial LLC Fort Mill, SC13MShares$2.24 Billion1.17% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
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Morgan Stanley New York, NY8.15MShares$1.4 Billion0.11% of portfolio
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Bank Of America Corp Charlotte, NC7.86MShares$1.35 Billion0.12% of portfolio