Center For Financial Planning, Inc. QUAL Holdings History
Center for Financial Planning, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 95,739.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $16.36 Mil. This investment constitutes 2.1% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Center for Financial Planning, Inc. has made 2 purchases of QUAL, at an average price of $91.62, for a total of 381,291.00 shares. In addition, there have been 18 sales at an average price of $135.91 for 285,552.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Center for Financial Planning, Inc.'s estimated gain on his QUAL holdings is $21.71 Mil, reflecting a 62.14% gain to date.
Center for Financial Planning, Inc. QUAL ($186.25) Holding Chart
Center for Financial Planning, Inc. QUAL ($186.25) 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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