Trademark Financial Management, LLC Ishares Msci Usa Quality Facto Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 33,699 shares of QUAL stock, worth $5.97 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
33,699
Previous 36,339
7.26%
Holding current value
$5.97 Million
Previous $6.21 Billion
2.63%
% of portfolio
4.79%
Previous 5.05%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,393Shares Held
225MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.97 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.55 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.43 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.37 Billion0.12% of portfolio