Capital Advisors, Ltd. LLC QUAL Holdings History
Capital Advisors, Ltd. LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 161,627.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $27.62 Mil. This investment constitutes 3.64% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Capital Advisors, Ltd. LLC has made 20 purchases of QUAL, at an average price of $117.95, for a total of 161,627.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Capital Advisors, Ltd. LLC's estimated gain on his QUAL holdings is $10.81 Mil, reflecting a 56.70% gain to date.
Capital Advisors, Ltd. LLC QUAL ($184.83) Holding Chart
Capital Advisors, Ltd. LLC QUAL ($184.83) 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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