Investment Planning Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,831 shares of QUAL stock, worth $705,287. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,831
Previous 3,046
25.77%
Holding current value
$705,287
Previous $546,000
24.91%
% of portfolio
0.34%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding QUAL
# of Institutions
1,473Shares Held
228MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.26 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.71 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.67 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$1.4 Billion0.11% of portfolio