Certus Wealth Management, LLC QUAL Holdings History
Certus Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 42,603.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.51 Mil. This investment constitutes 5.1% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 6 purchases of QUAL, at an average price of $145.21, for a total of 52,763.00 shares. In addition, there have been 1 sales at an average price of $156.23 for 10,160.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Certus Wealth Management, LLC's estimated gain on his QUAL holdings is $1.86 Mil, reflecting a 24.28% gain to date.
Certus Wealth Management, LLC QUAL ($186.25) Holding Chart
Certus Wealth Management, LLC 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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