Number of Shares
39,042.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
0.56%
Total Estimate Gain
$6.41 Mil
% of Total Estimate Gain
18.52%

FOUNDERS FINANCIAL SECURITIES LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 39,042.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.55 Mil. This investment constitutes 0.56% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q2. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 10 purchases of QUAL, at an average price of $114.30, for a total of 302,957.00 shares. In addition, there have been 10 sales at an average price of $128.29 for 263,915.00 shares. Based on historical transaction data and QUAL's current price of $184.03, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his QUAL holdings is $6.41 Mil, reflecting a 18.52% gain to date.

FOUNDERS FINANCIAL SECURITIES LLC QUAL ($184.03) Holding Chart

FOUNDERS FINANCIAL SECURITIES 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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