Orgel Wealth Management, LLC QUAL Holdings History
Orgel Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 2.95 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $540.15 Mil. This investment constitutes 13.02% of their stock portfolio, and Orgel Wealth Management, LLC now holds 1.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Orgel Wealth Management, LLC has made 19 purchases of QUAL, at an average price of $165.21, for a total of 2.96 Mil shares. In addition, there have been 2 sales at an average price of $112.26 for 1,776.00 shares. Based on historical transaction data and QUAL's current price of $186.23, Orgel Wealth Management, LLC's estimated gain on his QUAL holdings is $62.00 Mil, reflecting a 12.69% gain to date.
Orgel Wealth Management, LLC QUAL ($186.23) Holding Chart
Orgel Wealth Management, LLC QUAL ($186.23) 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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