Number of Shares
29,296.00
Current Holdings Value*
$4.59 Mil
% of Portfolio
2.49%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
27.74%

Integrity Wealth Solutions LLC's SPDR MSCI USA StrategicFactors SM ETF Holding Summary

As of 2025-03-31, Integrity Wealth Solutions LLC held 29,296.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $4.59 Mil. This investment constitutes 2.49% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.32% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $146.44 for 7,236.00 shares. Based on historical transaction data and QUS's current price of $163.09, Integrity Wealth Solutions LLC's estimated gain on his QUS holdings is $1.27 Mil, reflecting a 27.74% gain to date.

Integrity Wealth Solutions LLC QUS ($163.09) Holding Chart

Integrity Wealth Solutions LLC QUS ($163.09) 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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