Leicht Financial Planning & Wealth Management, Inc. Ishares Msci Usa Quality Facto Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$77.66 - $101.43 $4.09 Million - $5.35 Million	-52,719 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$69.28 - $105.06 $1.92 Million - $2.91 Million	27,742 Added 111.07%	52,719 $4.29 Million
Q4 2019 Jan 17, 2020	BUY	$89.66 - $101.3 $2.24 Million - $2.53 Million	24,977 New	24,977 $2.52 Million

Others Institutions Holding QUAL

# of Institutions

1,390

Shares Held

224M

Call Options Held

22.7K

Put Options Held

11.5K

Envestnet Asset Management Inc

28M
Shares

$5.06 Billion
1.7% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$2.49 Billion
1.2% of portfolio
Morgan Stanley New York, NY

8.74M
Shares

$1.58 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

8.09M
Shares

$1.46 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

7.73M
Shares

$1.4 Billion
0.12% of portfolio

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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