Great Point Wealth Advisors, LLC QUS Holdings History
Great Point Wealth Advisors, LLC's SPDR MSCI USA StrategicFactors SM ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 96,974.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $15.19 Mil. This investment constitutes 3.29% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 1.05% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.
The initial trade took place in 2021Q2. And since then Great Point Wealth Advisors, LLC has made 2 purchases of QUS, at an average price of $115.88, for a total of 164,804.00 shares. In addition, there have been 14 sales at an average price of $125.88 for 67,830.00 shares. Based on historical transaction data and QUS's current price of $165.00, Great Point Wealth Advisors, LLC's estimated gain on his QUS holdings is $5.44 Mil, reflecting a 28.49% gain to date.
Great Point Wealth Advisors, LLC QUS ($165.00) Holding Chart
Great Point Wealth Advisors, LLC QUS ($165.00) 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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