SWMG, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 65,606.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.00 Mil. This investment constitutes 4.37% of their stock portfolio, and SWMG, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then SWMG, LLC has made 6 purchases of QUAL, at an average price of $128.69, for a total of 89,099.00 shares. In addition, there have been 3 sales at an average price of $139.15 for 23,493.00 shares. Based on historical transaction data and QUAL's current price of $184.03, SWMG, LLC's estimated gain on his QUAL holdings is $3.88 Mil, reflecting a 33.81% gain to date.
SWMG, LLC QUAL ($184.03) Holding Chart
SWMG, 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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