Boulder Wealth Advisors, LLC QUAL Holdings History
Boulder Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 134,051.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $22.91 Mil. This investment constitutes 13.33% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q1. And since then Boulder Wealth Advisors, LLC has made 5 purchases of QUAL, at an average price of $160.38, for a total of 134,051.00 shares. Based on historical transaction data and QUAL's current price of $183.86, Boulder Wealth Advisors, LLC's estimated gain on his QUAL holdings is $3.15 Mil, reflecting a 14.64% gain to date.
Boulder Wealth Advisors, LLC QUAL ($183.86) Holding Chart
Boulder Wealth Advisors, LLC QUAL ($183.86) 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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