Accredited Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 640 shares of QUAL stock, worth $124,403. This represents 0.04% of its overall portfolio holdings.
Number of Shares
640
Previous 321
99.38%
Holding current value
$124,403
Previous $58.7 Million
14.6%
% of portfolio
0.04%
Previous 0.05%
Shares
4 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