1900 WEALTH MANAGEMENT LLC QUAL Holdings History
1900 WEALTH MANAGEMENT LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 194,773.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $33.28 Mil. This investment constitutes 2.77% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then 1900 WEALTH MANAGEMENT LLC has made 3 purchases of QUAL, at an average price of $111.35, for a total of 546,046.00 shares. In addition, there have been 14 sales at an average price of $134.78 for 351,273.00 shares. Based on historical transaction data and QUAL's current price of $182.82, 1900 WEALTH MANAGEMENT LLC's estimated gain on his QUAL holdings is $22.15 Mil, reflecting a 36.44% gain to date.
1900 WEALTH MANAGEMENT LLC QUAL ($182.82) Holding Chart
1900 WEALTH MANAGEMENT LLC QUAL ($182.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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