Legacy Wealth Managment »

Ishares Msci Usa Quality Facto invalid shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 218 194.50
2025-06-30 $40k 218 182.82
2025-03-31 $37k 218 170.89
2024-09-30 $3.3k 18 183.67

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Morgan Stanley
Pnc Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
BlackRock
Wells Fargo & Company
UBS Group
HPM Partners
CWM
M^T Bank Corporation
Orgel Wealth Management
Keybank National Association

View all funds holding Ishares Msci Usa Quality Facto invalid