TMD Wealth Management, LLC QUAL Holdings History
TMD Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 244,979.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $41.83 Mil. This investment constitutes 9.17% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then TMD Wealth Management, LLC has made 10 purchases of QUAL, at an average price of $117.91, for a total of 363,248.00 shares. In addition, there have been 4 sales at an average price of $126.84 for 118,269.00 shares. Based on historical transaction data and QUAL's current price of $183.89, TMD Wealth Management, LLC's estimated gain on his QUAL holdings is $17.22 Mil, reflecting a 40.21% gain to date.
TMD Wealth Management, LLC QUAL ($183.89) Holding Chart
TMD Wealth Management, LLC QUAL ($183.89) 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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