TSA Wealth Managment LLC QUAL Holdings History
TSA Wealth Managment LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 94,013.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $16.07 Mil. This investment constitutes 6.39% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then TSA Wealth Managment LLC has made 2 purchases of QUAL, at an average price of $142.67, for a total of 113,165.00 shares. In addition, there have been 3 sales at an average price of $160.64 for 19,152.00 shares. Based on historical transaction data and QUAL's current price of $185.91, TSA Wealth Managment LLC's estimated gain on his QUAL holdings is $4.41 Mil, reflecting a 27.31% gain to date.
TSA Wealth Managment LLC QUAL ($185.91) Holding Chart
TSA Wealth Managment LLC QUAL ($185.91) 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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