Garrett Wealth Advisory Group, LLC QUAL Holdings History
Garrett Wealth Advisory Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 68,565.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.72 Mil. This investment constitutes 2.62% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Garrett Wealth Advisory Group, LLC has made 5 purchases of QUAL, at an average price of $103.66, for a total of 177,400.00 shares. In addition, there have been 14 sales at an average price of $133.46 for 108,835.00 shares. Based on historical transaction data and QUAL's current price of $184.97, Garrett Wealth Advisory Group, LLC's estimated gain on his QUAL holdings is $8.82 Mil, reflecting a 47.95% gain to date.
Garrett Wealth Advisory Group, LLC QUAL ($184.97) Holding Chart
Garrett Wealth Advisory Group, LLC QUAL ($184.97) 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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