Private Wealth Strategies, L.L.C. QSY Holdings History
Private Wealth Strategies, L.L.C.'s WISDOMTREE U.S. VALUE FUND Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 185,964.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $13.57 Mil. This investment constitutes 2.72% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.
The initial trade took place in 2022Q1. And since then Private Wealth Strategies, L.L.C. has made 10 purchases of QSY, at an average price of $61.54, for a total of 185,964.00 shares. Based on historical transaction data and QSY's current price of $63.37, Private Wealth Strategies, L.L.C.'s estimated gain on his QSY holdings is $339,755.12, reflecting a 2.97% gain to date.
Private Wealth Strategies, L.L.C. QSY ($63.37) Holding Chart
Private Wealth Strategies, L.L.C. QSY ($63.37) 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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