Octavia Wealth Advisors, LLC Ishares Msci Usa Quality Facto Call Options Transaction History

Octavia Wealth Advisors, LLC

$806 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QUAL

# of Institutions

1,447

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.2 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.68 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.65 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
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