Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Quality Facto Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 284 shares of QUAL stock, worth $50,872. This represents 0.03% of its overall portfolio holdings.
Number of Shares
284
Previous 239
18.83%
Holding current value
$50,872
Previous $42,000
19.05%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,571Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.22 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.02 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.63 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.38 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.38 Billion0.92% of portfolio