Number of Shares
64,136.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
3.06%
Total Estimate Gain
$2.66 Mil
% of Total Estimate Gain
12.67%

Goodman Advisory Group, LLC's SPDR MSCI USA StrategicFactors SM ETF Holding Summary

As of 2025-03-31, Goodman Advisory Group, LLC held 64,136.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $10.05 Mil. This investment constitutes 3.06% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0.68% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.

The initial trade took place in 2021Q4. And since then Goodman Advisory Group, LLC has made 3 purchases of QUS, at an average price of $120.75, for a total of 174,034.00 shares. In addition, there have been 10 sales at an average price of $120.29 for 109,898.00 shares. Based on historical transaction data and QUS's current price of $163.03, Goodman Advisory Group, LLC's estimated gain on his QUS holdings is $2.66 Mil, reflecting a 12.67% gain to date.

Goodman Advisory Group, LLC QUS ($163.03) Holding Chart

Goodman Advisory Group, LLC QUS ($163.03) 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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