Strategies Wealth Advisors, LLC QUAL Holdings History
Strategies Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 263,590.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $45.04 Mil. This investment constitutes 5.5% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.09% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 10 purchases of QUAL, at an average price of $143.46, for a total of 316,299.00 shares. In addition, there have been 2 sales at an average price of $112.80 for 52,709.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Strategies Wealth Advisors, LLC's estimated gain on his QUAL holdings is $9.66 Mil, reflecting a 21.29% gain to date.
Strategies Wealth Advisors, LLC QUAL ($186.25) Holding Chart
Strategies Wealth Advisors, LLC QUAL ($186.25) 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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