Sightline Wealth Advisors, LLC QUAL Holdings History
Sightline Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 2,194.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $401,040.00. This investment constitutes 0.19% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q1. And since then Sightline Wealth Advisors, LLC has made 3 purchases of QUAL, at an average price of $164.81, for a total of 9,058.00 shares. In addition, there have been 3 sales at an average price of $178.83 for 6,864.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Sightline Wealth Advisors, LLC's estimated gain on his QUAL holdings is $138,423.79, reflecting a 9.27% gain to date.
Sightline Wealth Advisors, LLC QUAL ($184.03) Holding Chart
Sightline Wealth Advisors, 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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