Sfg Wealth Management, Llc. Ishares Msci Usa Quality Facto Transaction History
Sfg Wealth Management, Llc.
- $211 Million
- Q3 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 1,156 shares of QUAL stock, worth $224,703. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,156
-0.0%
Holding current value
$224,703
Previous $211,000
6.16%
% of portfolio
0.11%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
231MCall 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