Divergent Planning, LLC QUAL Holdings History
Divergent Planning, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Divergent Planning, LLC held 58,544.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.70 Mil. This investment constitutes 4.06% of their stock portfolio, and Divergent Planning, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2025Q2. And since then Divergent Planning, LLC has made 1 purchases of QUAL, at an average price of $172.55, for a total of 58,544.00 shares. Based on historical transaction data and QUAL's current price of $184.68, Divergent Planning, LLC's estimated gain on his QUAL holdings is $709,846.00, reflecting a 7.03% gain to date.
Divergent Planning, LLC QUAL ($184.68) Holding Chart
Divergent Planning, LLC QUAL ($184.68) 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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