Qtr Family Wealth, LLC Ishares Msci Usa Size Factor E Transaction History
Qtr Family Wealth, LLC
- $211 Billion
- Q3 2025
A detailed history of Qtr Family Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 4,567 shares of SIZE stock, worth $725,604. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,567
Previous 4,786
4.58%
Holding current value
$725,604
Previous $740 Million
0.72%
% of portfolio
0.35%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
74Shares Held
1.93MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC502KShares$79.8 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.2 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.9 Million26.17% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.7 Million7.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA110KShares$17.5 Million0.06% of portfolio