Legacy Capital Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,620 shares of QUAL stock, worth $295,812. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,620
Previous 1,746
7.22%
Holding current value
$295,812
Previous $313,000
7.99%
% of portfolio
0.07%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,566Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.32 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.08 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.66 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.41 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio