Jgp Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Jgp Wealth Management, LLC
- $886 Million
- Q3 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 2,718 shares of QUAL stock, worth $528,324. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,718
Previous 2,151
26.36%
Holding current value
$528,324
Previous $393,000
34.35%
% of portfolio
0.06%
Previous 0.05%
Shares
2 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