Heritage Wealth Architects, Inc. Ishares Msci Usa Quality Facto Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 11,651 shares of QUAL stock, worth $2.26 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
11,651
Previous 12,000
2.91%
Holding current value
$2.26 Million
Previous $2.19 Billion
3.3%
% of portfolio
1.4%
Previous 1.62%
Shares
3 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