Peninsula Wealth, LLC Ishares Msci Usa Quality Facto Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,698 shares of QUAL stock, worth $913,197. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,698
Previous 4,796
2.04%
Holding current value
$913,197
Previous $859,000
2.68%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio