Kelly Financial Services LLC QUAL Holdings History
Kelly Financial Services LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Kelly Financial Services LLC held 125,466.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $22.94 Mil. This investment constitutes 6.76% of their stock portfolio, and Kelly Financial Services LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q1. And since then Kelly Financial Services LLC has made 12 purchases of QUAL, at an average price of $130.20, for a total of 157,825.00 shares. In addition, there have been 2 sales at an average price of $136.69 for 32,359.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Kelly Financial Services LLC's estimated gain on his QUAL holdings is $7.06 Mil, reflecting a 34.38% gain to date.
Kelly Financial Services LLC QUAL ($184.83) Holding Chart
Kelly Financial Services LLC QUAL ($184.83) 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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