Number of Shares
36,258.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
3.04%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
29.24%

Resource Planning Group's SPDR MSCI USA StrategicFactors SM ETF Holding Summary

As of 2023-12-31, Resource Planning Group held 36,258.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $4.79 Mil. This investment constitutes 3.04% of their stock portfolio, and Resource Planning Group now holds 0.44% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.

The initial trade took place in 2021Q3. And since then Resource Planning Group has made 9 purchases of QUS, at an average price of $116.81, for a total of 49,452.00 shares. In addition, there have been 1 sales at an average price of $125.09 for 13,194.00 shares. Based on historical transaction data and QUS's current price of $160.39, Resource Planning Group's estimated gain on his QUS holdings is $1.69 Mil, reflecting a 29.24% gain to date.

Resource Planning Group QUS ($160.39) Holding Chart

Resource Planning Group QUS ($160.39) 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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