Stratos Wealth Advisors, LLC QUAL Holdings History
Stratos Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 3,628.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $620,050.00. This investment constitutes 0.03% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Stratos Wealth Advisors, LLC has made 14 purchases of QUAL, at an average price of $133.46, for a total of 166,799.00 shares. In addition, there have been 6 sales at an average price of $159.21 for 163,171.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Stratos Wealth Advisors, LLC's estimated gain on his QUAL holdings is $4.39 Mil, reflecting a 19.73% gain to date.
Stratos Wealth Advisors, LLC QUAL ($186.25) Holding Chart
Stratos 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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