Advocacy Wealth Management Services, LLC QUAL Holdings History
Advocacy Wealth Management Services, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 413,856.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $70.72 Mil. This investment constitutes 4.82% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.14% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Advocacy Wealth Management Services, LLC has made 7 purchases of QUAL, at an average price of $155.02, for a total of 414,306.00 shares. In addition, there have been 1 sales at an average price of $119.73 for 450.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Advocacy Wealth Management Services, LLC's estimated gain on his QUAL holdings is $12.87 Mil, reflecting a 20.03% gain to date.
Advocacy Wealth Management Services, LLC QUAL ($186.15) Holding Chart
Advocacy Wealth Management Services, LLC QUAL ($186.15) 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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