Pinnacle Wealth Management Advisory Group, LLC QUAL Holdings History
Pinnacle Wealth Management Advisory Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 272,059.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $46.49 Mil. This investment constitutes 4.34% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.1% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Pinnacle Wealth Management Advisory Group, LLC has made 19 purchases of QUAL, at an average price of $120.64, for a total of 273,159.00 shares. In addition, there have been 1 sales at an average price of $116.43 for 1,100.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his QUAL holdings is $17.24 Mil, reflecting a 52.32% gain to date.
Pinnacle Wealth Management Advisory Group, LLC QUAL ($184.03) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC 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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