PALO ALTO WEALTH ADVISORS, LLC QUAL Holdings History
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 % | |||
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