Retirement Wealth Solutions LLC QUAL Holdings History
Retirement Wealth Solutions LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 20,360.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $3.72 Mil. This investment constitutes 2.72% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 2 purchases of QUAL, at an average price of $180.29, for a total of 20,360.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Retirement Wealth Solutions LLC's estimated gain on his QUAL holdings is $121,251.31, reflecting a 3.30% gain to date.
Retirement Wealth Solutions LLC QUAL ($186.25) Holding Chart
Retirement Wealth Solutions 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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