Obermeyer Wealth Partners QUAL Holdings History
Obermeyer Wealth Partners's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 544,691.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $93.08 Mil. This investment constitutes 4.97% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.19% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Obermeyer Wealth Partners has made 8 purchases of QUAL, at an average price of $134.43, for a total of 662,920.00 shares. In addition, there have been 2 sales at an average price of $176.56 for 118,229.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Obermeyer Wealth Partners's estimated gain on his QUAL holdings is $33.21 Mil, reflecting a 37.26% gain to date.
Obermeyer Wealth Partners QUAL ($186.25) Holding Chart
Obermeyer Wealth Partners 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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