Lineweaver Wealth Advisors, LLC QUAL Holdings History
Lineweaver Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 216,023.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $39.49 Mil. This investment constitutes 6.24% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then Lineweaver Wealth Advisors, LLC has made 8 purchases of QUAL, at an average price of $126.22, for a total of 247,841.00 shares. In addition, there have been 2 sales at an average price of $174.14 for 31,818.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Lineweaver Wealth Advisors, LLC's estimated gain on his QUAL holdings is $14.01 Mil, reflecting a 44.79% gain to date.
Lineweaver Wealth Advisors, LLC QUAL ($184.03) Holding Chart
Lineweaver Wealth Advisors, LLC QUAL ($184.03) 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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