Advocacy Wealth Management Services, LLC Ishares Msci Usa Quality Facto Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 367,169 shares of QUAL stock, worth $62.3 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
367,169
Previous 348,660
5.31%
Holding current value
$62.3 Million
Previous $62.5 Million
4.59%
% of portfolio
5.35%
Previous 5.35%
Shares
7 transactions
Others Institutions Holding QUAL
# of Institutions
1,579Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.94 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio