Forthright Family Wealth Advisory LLC QUAL Holdings History
Forthright Family Wealth Advisory LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 59,532.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.17 Mil. This investment constitutes 6.72% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Forthright Family Wealth Advisory LLC has made 4 purchases of QUAL, at an average price of $141.15, for a total of 63,975.00 shares. In addition, there have been 1 sales at an average price of $173.44 for 4,443.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Forthright Family Wealth Advisory LLC's estimated gain on his QUAL holdings is $2.82 Mil, reflecting a 31.25% gain to date.
Forthright Family Wealth Advisory LLC QUAL ($186.15) Holding Chart
Forthright Family Wealth Advisory 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 % | |||
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