Ever Source Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,971 shares of QUAL stock, worth $1.45 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,971
Previous 10,439
23.64%
Holding current value
$1.45 Million
Previous $1.78 Million
19.81%
% of portfolio
0.1%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.2 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.68 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.65 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio