Number of Shares
173,424.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
3.22%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
20.02%

Altus Wealth Management, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary

As of 2025-03-31, Altus Wealth Management, LLC held 173,424.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $6.88 Mil. This investment constitutes 3.22% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.08% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.

The initial trade took place in 2023Q3. And since then Altus Wealth Management, LLC has made 6 purchases of IQLT, at an average price of $35.31, for a total of 174,259.00 shares. In addition, there have been 1 sales at an average price of $39.83 for 835.00 shares. Based on historical transaction data and IQLT's current price of $42.40, Altus Wealth Management, LLC's estimated gain on his IQLT holdings is $1.23 Mil, reflecting a 20.02% gain to date.

Altus Wealth Management, LLC IQLT ($42.40) Holding Chart

Altus Wealth Management, LLC IQLT ($42.40) 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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