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Ishares Msci Usa Quality Facto invalid shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 15k 178.08
2024-09-30 $3.4M 19k 179.30
2024-06-30 $3.8M 22k 170.76
2024-03-31 $2.2M 13k 164.36
2023-12-31 $1.8M 12k 147.14

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Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
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