Keener Financial Planning LLC Ishares Msci Usa Quality Facto Transaction History

Keener Financial Planning LLC

$169 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$127.66 - $147.99 $16,723 - $19,386	131 New	131 $19,000

Others Institutions Holding QUAL

# of Institutions

1,571

Shares Held

236M

Call Options Held

23.3K

Put Options Held

11.6K

Envestnet Asset Management Inc

29.1M
Shares

$5.29 Billion
1.72% of portfolio
Lpl Financial LLC Fort Mill, SC

16.9M
Shares

$3.06 Billion
1.26% of portfolio
Morgan Stanley New York, NY

9.09M
Shares

$1.65 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.4 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.68M
Shares

$1.39 Billion
0.92% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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