Accurate Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,477 shares of QUAL stock, worth $449,674. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,477
Previous 3,234
23.41%
Holding current value
$449,674
Previous $579,000
23.83%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,570Shares 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