Anchor Pointe Wealth Management, LLC QUAL Holdings History
Number of Shares
11,315.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
2.63%
Total Estimate Gain
$24,440.40
% of Total Estimate Gain
1.19%
Anchor Pointe Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 11,315.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $2.02 Mil. This investment constitutes 2.63% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and QUAL's current price of $183.86, Anchor Pointe Wealth Management, LLC's estimated gain on his QUAL holdings is $24,440.40, reflecting a 1.19% gain to date.
Anchor Pointe Wealth Management, LLC QUAL ($183.86) Holding Chart
Anchor Pointe Wealth Management, LLC QUAL ($183.86) 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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