Blake Schutter Theil Wealth Advisors, LLC QUAL Holdings History
Blake Schutter Theil Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 13,292.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $2.27 Mil. This investment constitutes 2.58% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $181.69 for 913.00 shares. Based on historical transaction data and QUAL's current price of $183.60, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his QUAL holdings is $142,574.75, reflecting a 5.79% gain to date.
Blake Schutter Theil Wealth Advisors, LLC QUAL ($183.60) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC QUAL ($183.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
