Triad Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 58,596 shares of QUAL stock, worth $10.6 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
58,596
Previous 27,294
114.68%
Holding current value
$10.6 Million
Previous $4.89 Billion
113.22%
% of portfolio
3.77%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,569Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.29 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.06 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.65 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.4 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.39 Billion0.92% of portfolio