CLIFTONLARSONALLEN WEALTH ADVISORS, LLC QUAL Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 363,535.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $66.46 Mil. This investment constitutes 1.11% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.13% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 5 purchases of QUAL, at an average price of $117.08, for a total of 1.40 Mil shares. In addition, there have been 15 sales at an average price of $125.36 for 1.04 Mil shares. Based on historical transaction data and QUAL's current price of $186.15, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his QUAL holdings is $33.69 Mil, reflecting a 20.55% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC QUAL ($186.15) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC QUAL ($186.15) 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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