Envision Financial Planning, LLC Ishares Msci Usa Quality Facto Transaction History
Envision Financial Planning, LLC
- $236 Billion
- Q3 2025
A detailed history of Envision Financial Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Envision Financial Planning, LLC holds 1,844 shares of QUAL stock, worth $358,436. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,844
Previous 1,844
-0.0%
Holding current value
$358,436
Previous $337 Million
6.39%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall 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