Wescott Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,651 shares of QUAL stock, worth $299,772. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,651
Previous 1,685
2.02%
Holding current value
$299,772
Previous $302,000
2.65%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,571Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.29 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.06 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.65 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.4 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.39 Billion0.92% of portfolio