Guided Capital Wealth Management, LLC QUAL Holdings History
Guided Capital Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 59,386.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.86 Mil. This investment constitutes 8.36% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of QUAL, at an average price of $181.64, for a total of 60,055.00 shares. In addition, there have been 1 sales at an average price of $172.55 for 669.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Guided Capital Wealth Management, LLC's estimated gain on his QUAL holdings is $135,999.38, reflecting a 1.25% gain to date.
Guided Capital Wealth Management, LLC QUAL ($184.03) Holding Chart
Guided Capital Wealth Management, LLC QUAL ($184.03) 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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