Apexium Financial, LP QUAL Holdings History
Apexium Financial, LP's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 220,986.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $37.76 Mil. This investment constitutes 2.25% of their stock portfolio, and Apexium Financial, LP now holds 0.08% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Apexium Financial, LP has made 14 purchases of QUAL, at an average price of $115.51, for a total of 267,420.00 shares. In addition, there have been 6 sales at an average price of $122.76 for 46,434.00 shares. Based on historical transaction data and QUAL's current price of $183.90, Apexium Financial, LP's estimated gain on his QUAL holdings is $15.45 Mil, reflecting a 50.01% gain to date.
Apexium Financial, LP QUAL ($183.90) Holding Chart
Apexium Financial, LP QUAL ($183.90) 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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