Kingswood Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,930 shares of QUAL stock, worth $1.61 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,930
Previous 9,142
8.62%
Holding current value
$1.61 Million
Previous $1.63 Billion
4.25%
% of portfolio
0.06%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding QUAL
# of Institutions
1,582Shares Held
238MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.71 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.73 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.47 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.25 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.24 Billion0.92% of portfolio