Spectrum Wealth Counsel, LLC QUAL Holdings History
Spectrum Wealth Counsel, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 129,458.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $22.12 Mil. This investment constitutes 2.66% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 2 purchases of QUAL, at an average price of $143.70, for a total of 140,194.00 shares. In addition, there have been 3 sales at an average price of $173.44 for 10,736.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Spectrum Wealth Counsel, LLC's estimated gain on his QUAL holdings is $5.54 Mil, reflecting a 27.50% gain to date.
Spectrum Wealth Counsel, LLC QUAL ($184.03) Holding Chart
Spectrum Wealth Counsel, 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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