Compass Wealth Management, Llc/Ga Ishares Msci Usa Quality Facto Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 2,743 shares of QUAL stock, worth $533,184. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,743
Previous 2,967
7.55%
Holding current value
$533,184
Previous $542 Million
1.64%
% of portfolio
0.24%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio