Aprio Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,053 shares of QUAL stock, worth $372,763. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,053
Previous 1,975
3.95%
Holding current value
$372,763
Previous $354,000
3.11%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,571Shares 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