Number of Shares
1.20 Mil
Current Holdings Value*
$37.65 Mil
% of Portfolio
7.88%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
6.79%

FFT WEALTH MANAGEMENT LLC's GMO U.S. Quality ETF Holding Summary

As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 1.20 Mil shares of GMO U.S. Quality ETF(QLTY), totaling $37.65 Mil. This investment constitutes 7.88% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds -% of the outstanding GMO U.S. Quality ETF(QLTY) stock.

The initial trade took place in 2024Q1. And since then FFT WEALTH MANAGEMENT LLC has made 5 purchases of QLTY, at an average price of $31.44, for a total of 1.20 Mil shares. Based on historical transaction data and QLTY's current price of $33.57, FFT WEALTH MANAGEMENT LLC's estimated gain on his QLTY holdings is $2.57 Mil, reflecting a 6.79% gain to date.

FFT WEALTH MANAGEMENT LLC QLTY ($33.57) Holding Chart

FFT WEALTH MANAGEMENT LLC QLTY ($33.57) 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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