Slate Stone Wealth, LLC Ishares Msci Usa Quality Facto Transaction History
Slate Stone Wealth, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Slate Stone Wealth, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 119,307 shares of QUAL stock, worth $21.7 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
119,307
Previous 111,578
6.93%
Holding current value
$21.7 Million
Previous $19.1 Million
12.28%
% of portfolio
1.93%
Previous 2.06%
Shares
24 transactions
Others Institutions Holding QUAL
# of Institutions
1,447Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.2 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.68 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.65 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio