Number of Shares
165,529.00
Current Holdings Value*
$29.68 Mil
% of Portfolio
11.01%
Total Estimate Gain
$7.56 Mil
% of Total Estimate Gain
26.90%

MONUMENTAL FINANCIAL GROUP INC.'s iShares MSCI USA Quality Factor ETF Holding Summary

As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. held 165,529.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $29.68 Mil. This investment constitutes 11.01% of their stock portfolio, and MONUMENTAL FINANCIAL GROUP INC. now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2021Q1. And since then MONUMENTAL FINANCIAL GROUP INC. has made 12 purchases of QUAL, at an average price of $130.99, for a total of 214,544.00 shares. In addition, there have been 2 sales at an average price of $118.50 for 49,015.00 shares. Based on historical transaction data and QUAL's current price of $180.37, MONUMENTAL FINANCIAL GROUP INC.'s estimated gain on his QUAL holdings is $7.56 Mil, reflecting a 26.90% gain to date.

MONUMENTAL FINANCIAL GROUP INC. QUAL ($180.37) Holding Chart

MONUMENTAL FINANCIAL GROUP INC. QUAL ($180.37) 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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