Cap Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Cap Wealth Advisors, LLC
- $1.08 Billion
- Q3 2025
A detailed history of Cap Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 2,270 shares of QUAL stock, worth $441,242. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,270
Previous 2,418
6.12%
Holding current value
$441,242
Previous $442,000
0.23%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,688Shares Held
231MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio