ADAPT WEALTH ADVISORS, LLC QUAL Holdings History
ADAPT WEALTH ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 52,288.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $8.94 Mil. This investment constitutes 4.36% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q2. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of QUAL, at an average price of $174.09, for a total of 52,288.00 shares. Based on historical transaction data and QUAL's current price of $184.03, ADAPT WEALTH ADVISORS, LLC's estimated gain on his QUAL holdings is $519,994.77, reflecting a 5.71% gain to date.
ADAPT WEALTH ADVISORS, LLC QUAL ($184.03) Holding Chart
ADAPT WEALTH ADVISORS, LLC QUAL ($184.03) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
