Frg Family Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Frg Family Wealth Advisors LLC
- $533 Million
- Q4 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 5,245 shares of QUAL stock, worth $858,449. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,245
Previous 4,445
18.0%
Holding current value
$858,449
Previous $796,000
17.34%
% of portfolio
0.18%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,582Shares Held
238MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.77 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.76 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.49 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.26 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.26 Billion0.92% of portfolio