C2P Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors QUAL Holdings History
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 192,064.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $32.90 Mil. This investment constitutes 2.6% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 7 purchases of QUAL, at an average price of $137.88, for a total of 274,590.00 shares. In addition, there have been 2 sales at an average price of $150.97 for 82,526.00 shares. Based on historical transaction data and QUAL's current price of $185.98, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his QUAL holdings is $10.32 Mil, reflecting a 27.25% gain to date.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors QUAL ($185.98) Holding Chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors QUAL ($185.98) 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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