Retirement Planning Group, LLC QGRW Holdings History
Retirement Planning Group, LLC's WisdomTree U.S. Quality Growth Fund Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 3.34 Mil shares of WisdomTree U.S. Quality Growth Fund(QGRW), totaling $146.70 Mil. This investment constitutes 6.88% of their stock portfolio, and Retirement Planning Group, LLC now holds 16.77% of the outstanding WisdomTree U.S. Quality Growth Fund(QGRW) stock.
The initial trade took place in 2025Q1. And since then Retirement Planning Group, LLC has made 1 purchases of QGRW, at an average price of $48.34, for a total of 3.34 Mil shares. Based on historical transaction data and QGRW's current price of $52.55, Retirement Planning Group, LLC's estimated gain on his QGRW holdings is $14.07 Mil, reflecting a 8.71% gain to date.
Retirement Planning Group, LLC QGRW ($52.55) Holding Chart
Retirement Planning Group, LLC QGRW ($52.55) 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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