KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT QUAL Holdings History
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 116,406.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $19.74 Mil. This investment constitutes 8.9% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 7 purchases of QUAL, at an average price of $158.03, for a total of 116,406.00 shares. Based on historical transaction data and QUAL's current price of $184.97, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his QUAL holdings is $3.14 Mil, reflecting a 17.04% gain to date.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT QUAL ($184.97) Holding Chart
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT QUAL ($184.97) 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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