Peak Financial Advisors LLC Ishares Msci Usa Quality Facto Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Peak Financial Advisors LLC holds 13,247 shares of QUAL stock, worth $2.41 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
13,247
Previous 12,124 9.26%
Holding current value
$2.41 Million
Previous $2.07 Million 14.73%
% of portfolio
1.5%
Previous 1.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$162.64 - $179.3 $182,644 - $201,353
1,123 Added 9.26%
13,247 $2.38 Million
Q2 2024

Jul 12, 2024
BUY
$154.56 - $173.19 $1.87 Million - $2.1 Million
12,124 New
12,124 $2.07 Million

Others Institutions Holding QUAL

# of Institutions
1,447
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email