Bestgate Wealth Advisors, LLC QUAL Holdings History
Bestgate Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 11,843.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $2.02 Mil. This investment constitutes 4.19% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $179.03 for 299.00 shares. Based on historical transaction data and QUAL's current price of $184.42, Bestgate Wealth Advisors, LLC's estimated gain on his QUAL holdings is $31,414.63, reflecting a 1.42% gain to date.
Bestgate Wealth Advisors, LLC QUAL ($184.42) Holding Chart
Bestgate Wealth Advisors, LLC QUAL ($184.42) 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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