CreativeOne Wealth, LLC QUAL Holdings History
CreativeOne Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 279,306.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $47.73 Mil. This investment constitutes 1.43% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.1% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q2. And since then CreativeOne Wealth, LLC has made 9 purchases of QUAL, at an average price of $136.72, for a total of 541,960.00 shares. In addition, there have been 7 sales at an average price of $143.99 for 262,654.00 shares. Based on historical transaction data and QUAL's current price of $184.03, CreativeOne Wealth, LLC's estimated gain on his QUAL holdings is $15.12 Mil, reflecting a 20.41% gain to date.
CreativeOne Wealth, LLC QUAL ($184.03) Holding Chart
CreativeOne Wealth, LLC QUAL ($184.03) 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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