Horst & Graben Wealth Management LLC QUAL Holdings History
Horst & Graben Wealth Management LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 199,531.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $34.10 Mil. This investment constitutes 6.12% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q1. And since then Horst & Graben Wealth Management LLC has made 7 purchases of QUAL, at an average price of $123.08, for a total of 237,030.00 shares. In addition, there have been 2 sales at an average price of $136.60 for 37,499.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Horst & Graben Wealth Management LLC's estimated gain on his QUAL holdings is $12.67 Mil, reflecting a 43.43% gain to date.
Horst & Graben Wealth Management LLC QUAL ($184.03) Holding Chart
Horst & Graben 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
