Crown Wealth Group, LLC QUAL Holdings History
Crown Wealth Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Crown Wealth Group, LLC held 60,832.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.12 Mil. This investment constitutes 4.18% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. And since then Crown Wealth Group, LLC has made 8 purchases of QUAL, at an average price of $132.03, for a total of 72,801.00 shares. In addition, there have been 3 sales at an average price of $160.46 for 11,969.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Crown Wealth Group, LLC's estimated gain on his QUAL holdings is $3.50 Mil, reflecting a 36.45% gain to date.
Crown Wealth Group, LLC QUAL ($184.03) Holding Chart
Crown Wealth Group, 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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