Claro Advisors LLC QUAL Holdings History
Claro Advisors LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Claro Advisors LLC held 78,471.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $13.41 Mil. This investment constitutes 1.79% of their stock portfolio, and Claro Advisors LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Claro Advisors LLC has made 9 purchases of QUAL, at an average price of $154.88, for a total of 86,673.00 shares. In addition, there have been 1 sales at an average price of $181.70 for 8,202.00 shares. Based on historical transaction data and QUAL's current price of $186.42, Claro Advisors LLC's estimated gain on his QUAL holdings is $2.69 Mil, reflecting a 20.07% gain to date.
Claro Advisors LLC QUAL ($186.42) Holding Chart
Claro Advisors LLC QUAL ($186.42) 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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