Waypoint Wealth Partners Inc. Ishares Msci Usa Quality Facto Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 12,231 shares of QUAL stock, worth $2.16 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
12,231
Previous 12,231
-0.0%
Holding current value
$2.16 Million
Previous $2.09 Million
5.03%
% of portfolio
0.61%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,450Shares Held
227MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.03 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.6 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.6 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.38 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.34 Billion0.11% of portfolio