DIVERSIFY WEALTH MANAGEMENT, LLC QUAL Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 111,936.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $18.90 Mil. This investment constitutes 1.4% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of QUAL, at an average price of $165.72, for a total of 111,936.00 shares. Based on historical transaction data and QUAL's current price of $186.15, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his QUAL holdings is $2.29 Mil, reflecting a 12.33% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC QUAL ($186.15) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC QUAL ($186.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
