Goal Vest Advisory LLC Ishares Msci Usa Quality Facto Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Goal Vest Advisory LLC holds 99 shares of QUAL stock, worth $19,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 359
72.42%
Holding current value
$19,243
Previous $65,000
70.77%
% of portfolio
0.0%
Previous 0.02%
Shares
4 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