Austin Private Wealth, LLC QUAL Holdings History
Austin Private Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Austin Private Wealth, LLC held 440,233.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $75.23 Mil. This investment constitutes 6.73% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.15% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Austin Private Wealth, LLC has made 11 purchases of QUAL, at an average price of $141.14, for a total of 516,254.00 shares. In addition, there have been 5 sales at an average price of $135.77 for 76,021.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Austin Private Wealth, LLC's estimated gain on his QUAL holdings is $18.47 Mil, reflecting a 25.35% gain to date.
Austin Private Wealth, LLC QUAL ($184.03) Holding Chart
Austin Private Wealth, 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 % | |||
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