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 $186.18, TSA Wealth Managment LLC's estimated gain on his QUAL holdings is $4.43 Mil, reflecting a 27.47% gain to date.
TSA Wealth Managment LLC QUAL ($186.18) Holding Chart
TSA Wealth Managment LLC QUAL ($186.18) 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 % |
Top Ranked Articles
- 1