LGL PARTNERS, LLC QLTY Holdings History
LGL PARTNERS, LLC's GMO U.S. Quality ETF Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held 164,408.00 shares of GMO U.S. Quality ETF(QLTY), totaling $5.15 Mil. This investment constitutes 2.48% of their stock portfolio, and LGL PARTNERS, LLC now holds -% of the outstanding GMO U.S. Quality ETF(QLTY) stock.
The initial trade took place in 2024Q1. And since then LGL PARTNERS, LLC has made 4 purchases of QLTY, at an average price of $29.54, for a total of 248,286.00 shares. In addition, there have been 1 sales at an average price of $32.62 for 83,878.00 shares. Based on historical transaction data and QLTY's current price of $34.43, LGL PARTNERS, LLC's estimated gain on his QLTY holdings is $1.06 Mil, reflecting a 14.50% gain to date.
LGL PARTNERS, LLC QLTY ($34.43) Holding Chart
LGL PARTNERS, LLC QLTY ($34.43) 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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