Beacon Financial Planning, Inc Ishares Msci Usa Quality Facto Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 15,225 shares of QUAL stock, worth $2.8 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
15,225
Previous 9,090
67.49%
Holding current value
$2.8 Million
Previous $1.55 Billion
75.86%
% of portfolio
1.68%
Previous 1.05%
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