Pb Mares Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,425 shares of QUAL stock, worth $230,522. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,425
Previous 1,311
8.7%
Holding current value
$230,522
Previous $233,000
4.29%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,582Shares Held
238MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.71 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.73 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.47 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.25 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.24 Billion0.92% of portfolio