PMG Wealth Management, Inc. QUAL Holdings History
PMG Wealth Management, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, PMG Wealth Management, Inc. held 42,236.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.72 Mil. This investment constitutes 6.37% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 2 purchases of QUAL, at an average price of $181.35, for a total of 42,236.00 shares. Based on historical transaction data and QUAL's current price of $184.03, PMG Wealth Management, Inc.'s estimated gain on his QUAL holdings is $113,373.58, reflecting a 1.48% gain to date.
PMG Wealth Management, Inc. QUAL ($184.03) Holding Chart
PMG Wealth Management, Inc. QUAL ($184.03) 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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