Garrett Wealth Advisory Group, LLC QUS Holdings History
Garrett Wealth Advisory Group, LLC's SPDR MSCI USA StrategicFactors SM ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 179,136.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $28.07 Mil. This investment constitutes 6.28% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 1.9% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.
The initial trade took place in 2021Q3. And since then Garrett Wealth Advisory Group, LLC has made 14 purchases of QUS, at an average price of $126.53, for a total of 180,942.00 shares. In addition, there have been 1 sales at an average price of $144.01 for 1,806.00 shares. Based on historical transaction data and QUS's current price of $163.30, Garrett Wealth Advisory Group, LLC's estimated gain on his QUS holdings is $6.62 Mil, reflecting a 28.91% gain to date.
Garrett Wealth Advisory Group, LLC QUS ($163.30) Holding Chart
Garrett Wealth Advisory Group, LLC QUS ($163.30) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
