ONE WEALTH CAPITAL MANAGEMENT, LLC QUAL Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 40,548.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.93 Mil. This investment constitutes 3.72% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of QUAL, at an average price of $181.40, for a total of 40,548.00 shares. Based on historical transaction data and QUAL's current price of $184.03, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his QUAL holdings is $106,489.17, reflecting a 1.45% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC QUAL ($184.03) Holding Chart
ONE WEALTH CAPITAL 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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