Modern Wealth Management, LLC QUAL Holdings History
Modern Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 302,519.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $51.70 Mil. This investment constitutes 1.65% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.11% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q1. And since then Modern Wealth Management, LLC has made 5 purchases of QUAL, at an average price of $171.05, for a total of 302,519.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Modern Wealth Management, LLC's estimated gain on his QUAL holdings is $3.93 Mil, reflecting a 7.59% gain to date.
Modern Wealth Management, LLC QUAL ($184.03) Holding Chart
Modern Wealth Management, 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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