Summit Financial, LLC QUAL Holdings History
Summit Financial, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 208,691.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $35.66 Mil. This investment constitutes 1% of their stock portfolio, and Summit Financial, LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q2. And since then Summit Financial, LLC has made 4 purchases of QUAL, at an average price of $178.37, for a total of 211,400.00 shares. In addition, there have been 1 sales at an average price of $136.54 for 2,709.00 shares. Based on historical transaction data and QUAL's current price of $181.82, Summit Financial, LLC's estimated gain on his QUAL holdings is $606,428.76, reflecting a 1.61% gain to date.
Summit Financial, LLC QUAL ($181.82) Holding Chart
Summit Financial, LLC QUAL ($181.82) 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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