Merriman Wealth Management, LLC QUAL Holdings History
Merriman Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 1.36 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $242.86 Mil. This investment constitutes 10.11% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.49% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Merriman Wealth Management, LLC has made 10 purchases of QUAL, at an average price of $126.69, for a total of 2.69 Mil shares. In addition, there have been 9 sales at an average price of $129.70 for 1.33 Mil shares. Based on historical transaction data and QUAL's current price of $181.59, Merriman Wealth Management, LLC's estimated gain on his QUAL holdings is $78.86 Mil, reflecting a 23.15% gain to date.
Merriman Wealth Management, LLC QUAL ($181.59) Holding Chart
Merriman Wealth Management, LLC QUAL ($181.59) 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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