Frg Family Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 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 4,445 shares of QUAL stock, worth $814,857. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,445
Previous 3,855
15.3%
Holding current value
$814,857
Previous $658,000
20.97%
% of portfolio
0.15%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,508Shares Held
229MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.23 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.7 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 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$1.39 Billion0.11% of portfolio