Legacy Advisory Services, LLC QUAL Holdings History
Number of Shares
38,907.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
5.61%
Total Estimate Gain
$231,107.58
% of Total Estimate Gain
3.32%
Legacy Advisory Services, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 38,907.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.65 Mil. This investment constitutes 5.61% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and QUAL's current price of $184.97, Legacy Advisory Services, LLC's estimated gain on his QUAL holdings is $231,107.58, reflecting a 3.32% gain to date.
Legacy Advisory Services, LLC QUAL ($184.97) Holding Chart
Legacy Advisory Services, LLC 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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