NewEdge Advisors, LLC QUAL Holdings History
NewEdge Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 1.13 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $192.86 Mil. This investment constitutes 1.15% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.39% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then NewEdge Advisors, LLC has made 15 purchases of QUAL, at an average price of $149.30, for a total of 1.19 Mil shares. In addition, there have been 5 sales at an average price of $127.20 for 56,568.00 shares. Based on historical transaction data and QUAL's current price of $186.25, NewEdge Advisors, LLC's estimated gain on his QUAL holdings is $40.45 Mil, reflecting a 22.86% gain to date.
NewEdge Advisors, LLC QUAL ($186.25) Holding Chart
NewEdge Advisors, LLC QUAL ($186.25) 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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