Sterling Financial Planning, Inc. Ishares Msci Usa Quality Facto Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 1,683 shares of QUAL stock, worth $285,453. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,683
Previous 1,532
9.86%
Holding current value
$285,453
Previous $274,000
9.12%
% of portfolio
0.11%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding QUAL
# of Institutions
1,579Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$4.94 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$2.86 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.54 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.31 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.3 Billion0.92% of portfolio