Adapt Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 50,347 shares of QUAL stock, worth $9.14 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
50,347
Previous 31,195
61.39%
Holding current value
$9.14 Million
Previous $5.59 Billion
60.29%
% of portfolio
4.41%
Previous 2.99%
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