My Legacy Advisors, LLC QUAL Holdings History
My Legacy Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, My Legacy Advisors, LLC held 29,212.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $5.40 Mil. This investment constitutes 1.92% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then My Legacy Advisors, LLC has made 8 purchases of QUAL, at an average price of $131.62, for a total of 46,364.00 shares. In addition, there have been 2 sales at an average price of $167.67 for 17,152.00 shares. Based on historical transaction data and QUAL's current price of $184.52, My Legacy Advisors, LLC's estimated gain on his QUAL holdings is $2.16 Mil, reflecting a 35.45% gain to date.
My Legacy Advisors, LLC QUAL ($184.52) Holding Chart
My Legacy Advisors, LLC QUAL ($184.52) 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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