Orgel Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,236,792 shares of QUAL stock, worth $225 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
1,236,792
Previous 720,794
71.59%
Holding current value
$225 Million
Previous $123 Million
80.17%
% of portfolio
5.76%
Previous 3.44%
Shares
33 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.2 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.68 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.65 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio