CFO4Life Group, LLC QUAL Holdings History

Number of Shares
175,299.00
Current Holdings Value*
$29.96 Mil
% of Portfolio
5.04%
Total Estimate Gain
$13.50 Mil
% of Total Estimate Gain
49.34%

CFO4Life Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, CFO4Life Group, LLC held 175,299.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $29.96 Mil. This investment constitutes 5.04% of their stock portfolio, and CFO4Life Group, LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q3. And since then CFO4Life Group, LLC has made 13 purchases of QUAL, at an average price of $112.18, for a total of 243,880.00 shares. In addition, there have been 6 sales at an average price of $125.38 for 68,581.00 shares. Based on historical transaction data and QUAL's current price of $184.03, CFO4Life Group, LLC's estimated gain on his QUAL holdings is $13.50 Mil, reflecting a 49.34% gain to date.

CFO4Life Group, LLC QUAL ($184.03) Holding Chart

CFO4Life Group, LLC QUAL ($184.03) 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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