Sterling Financial Planning, Inc. Ishares Msci Usa Quality Facto Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 1,532 shares of QUAL stock, worth $275,760. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,532
Previous 1,545
0.84%
Holding current value
$275,760
Previous $263,000
4.18%
% of portfolio
0.1%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding QUAL
# of Institutions
1,391Shares Held
224MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.05 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.48 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.57 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.46 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.39 Billion0.12% of portfolio