Number of Shares
62,300.00
Current Holdings Value*
$9.76 Mil
% of Portfolio
6.8%
Total Estimate Gain
$237,633.20
% of Total Estimate Gain
2.39%

Paul R. Ried Financial Group, LLC's SPDR MSCI USA StrategicFactors SM ETF Holding Summary

As of 2025-03-31, Paul R. Ried Financial Group, LLC held 62,300.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $9.76 Mil. This investment constitutes 6.8% of their stock portfolio, and Paul R. Ried Financial Group, LLC now holds 0.66% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.

The initial trade took place in 2024Q4. And since then Paul R. Ried Financial Group, LLC has made 1 purchases of QUS, at an average price of $159.40, for a total of 62,300.00 shares. Based on historical transaction data and QUS's current price of $163.22, Paul R. Ried Financial Group, LLC's estimated gain on his QUS holdings is $237,633.20, reflecting a 2.39% gain to date.

Paul R. Ried Financial Group, LLC QUS ($163.22) Holding Chart

Paul R. Ried Financial Group, LLC QUS ($163.22) 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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