Ridgeline Wealth Planning, LLC QUAL Holdings History
Ridgeline Wealth Planning, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 39,888.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.82 Mil. This investment constitutes 6.7% of their stock portfolio, and Ridgeline Wealth Planning, 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 Ridgeline Wealth Planning, LLC has made 1 purchases of QUAL, at an average price of $181.67, for a total of 39,888.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Ridgeline Wealth Planning, LLC's estimated gain on his QUAL holdings is $94,156.56, reflecting a 1.30% gain to date.
Ridgeline Wealth Planning, LLC QUAL ($184.03) Holding Chart
Ridgeline Wealth Planning, LLC QUAL ($184.03) 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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