Gitterman Wealth Management, LLC QLTY Holdings History
Gitterman Wealth Management, LLC's GMO U.S. Quality ETF Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 1.58 Mil shares of GMO U.S. Quality ETF(QLTY), totaling $49.36 Mil. This investment constitutes 13.11% of their stock portfolio, and Gitterman Wealth Management, LLC now holds -% of the outstanding GMO U.S. Quality ETF(QLTY) stock.
The initial trade took place in 2025Q1. And since then Gitterman Wealth Management, LLC has made 1 purchases of QLTY, at an average price of $32.62, for a total of 1.58 Mil shares. Based on historical transaction data and QLTY's current price of $34.46, Gitterman Wealth Management, LLC's estimated gain on his QLTY holdings is $2.91 Mil, reflecting a 5.64% gain to date.
Gitterman Wealth Management, LLC QLTY ($34.46) Holding Chart
Gitterman Wealth Management, LLC QLTY ($34.46) 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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