Number of Shares
96,974.00
Current Holdings Value*
$15.19 Mil
% of Portfolio
3.29%
Total Estimate Gain
$5.44 Mil
% of Total Estimate Gain
28.49%

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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