Avantra Family Wealth, Inc. QUAL Holdings History
Avantra Family Wealth, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held - shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Avantra Family Wealth, Inc. has made 1 purchases of QUAL, at an average price of $181.65, for a total of 6,828.00 shares. In addition, there have been 1 sales at an average price of $172.55 for 6,828.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Avantra Family Wealth, Inc.'s estimated gain on his QUAL holdings is $-62,153.13, reflecting a -5.01% gain to date.
Avantra Family Wealth, Inc. QUAL ($186.15) Holding Chart
Avantra Family Wealth, Inc. 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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