PANORAMIC INVESTMENT ADVISORS, LLC QUAL Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 26,335.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $4.50 Mil. This investment constitutes 3.04% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q3. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 2 purchases of QUAL, at an average price of $139.64, for a total of 29,886.00 shares. In addition, there have been 4 sales at an average price of $155.69 for 3,551.00 shares. Based on historical transaction data and QUAL's current price of $186.15, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his QUAL holdings is $1.28 Mil, reflecting a 30.72% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC QUAL ($186.15) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC QUAL ($186.15) 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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