Scissortail Wealth Management, LLC QUAL Holdings History
Scissortail Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Scissortail Wealth Management, LLC held 84,409.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $14.42 Mil. This investment constitutes 3.71% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q1. And since then Scissortail Wealth Management, LLC has made 7 purchases of QUAL, at an average price of $151.20, for a total of 230,048.00 shares. In addition, there have been 5 sales at an average price of $150.48 for 145,639.00 shares. Based on historical transaction data and QUAL's current price of $183.90, Scissortail Wealth Management, LLC's estimated gain on his QUAL holdings is $2.66 Mil, reflecting a 7.64% gain to date.
Scissortail Wealth Management, LLC QUAL ($183.90) Holding Chart
Scissortail Wealth Management, LLC QUAL ($183.90) 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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