Jgp Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Jgp Wealth Management, LLC
- $938 Million
- Q4 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 2,639 shares of QUAL stock, worth $512,968. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,639
Previous 2,718
2.91%
Holding current value
$512,968
Previous $528,000
3.03%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,705Shares Held
228MCall Options Held
22.4KPut Options Held
17.3K-
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