Pettinga Financial Advisors LLC QUAL Holdings History
Pettinga Financial Advisors LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 174,180.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $29.77 Mil. This investment constitutes 7% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Pettinga Financial Advisors LLC has made 6 purchases of QUAL, at an average price of $124.96, for a total of 219,625.00 shares. In addition, there have been 5 sales at an average price of $135.95 for 45,445.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Pettinga Financial Advisors LLC's estimated gain on his QUAL holdings is $11.18 Mil, reflecting a 40.72% gain to date.
Pettinga Financial Advisors LLC QUAL ($186.25) Holding Chart
Pettinga Financial Advisors LLC QUAL ($186.25) 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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