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 $377,957. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,053
Previous 1,975
3.95%
Holding current value
$377,957
Previous $354,000
3.11%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,480Shares Held
228MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.26 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.71 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.67 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.4 Billion0.11% of portfolio