Number of Shares
115,027.00
Current Holdings Value*
$20.32 Mil
% of Portfolio
7.93%
Total Estimate Gain
$5.87 Mil
% of Total Estimate Gain
37.90%

PALO ALTO WEALTH ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 115,027.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $20.32 Mil. This investment constitutes 7.93% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 8 purchases of QUAL, at an average price of $133.85, for a total of 115,764.00 shares. In addition, there have been 1 sales at an average price of $126.88 for 737.00 shares. Based on historical transaction data and QUAL's current price of $184.94, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his QUAL holdings is $5.87 Mil, reflecting a 37.90% gain to date.

PALO ALTO WEALTH ADVISORS, LLC QUAL ($184.94) Holding Chart

PALO ALTO WEALTH ADVISORS, LLC QUAL ($184.94) 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 %

Top Ranked Articles

  • 1