Personal Cfo Solutions, LLC Ishares Msci Usa Quality Facto Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,418 shares of QUAL stock, worth $955,464. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,418
Previous 5,267
2.87%
Holding current value
$955,464
Previous $899,000
8.01%
% of portfolio
0.14%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,450Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.03 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.6 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.6 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.38 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.34 Billion0.11% of portfolio