Ridgeline Wealth, LLC QUAL Holdings History
Ridgeline Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 16,326.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $2.98 Mil. This investment constitutes 2.43% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $174.33 for 10,308.00 shares. Based on historical transaction data and QUAL's current price of $184.42, Ridgeline Wealth, LLC's estimated gain on his QUAL holdings is $-31,592.52, reflecting a -0.65% gain to date.
Ridgeline Wealth, LLC QUAL ($184.42) Holding Chart
Ridgeline Wealth, LLC QUAL ($184.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
