49 WEALTH MANAGEMENT, LLC QUAL Holdings History
49 WEALTH MANAGEMENT, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 202,696.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $34.64 Mil. This investment constitutes 4.21% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q2. And since then 49 WEALTH MANAGEMENT, LLC has made 3 purchases of QUAL, at an average price of $169.78, for a total of 305,498.00 shares. In addition, there have been 1 sales at an average price of $179.03 for 102,802.00 shares. Based on historical transaction data and QUAL's current price of $186.09, 49 WEALTH MANAGEMENT, LLC's estimated gain on his QUAL holdings is $4.26 Mil, reflecting a 8.21% gain to date.
49 WEALTH MANAGEMENT, LLC QUAL ($186.09) Holding Chart
49 WEALTH MANAGEMENT, LLC QUAL ($186.09) 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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