Tradition Wealth Management, LLC QUAL Holdings History
Tradition Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 75,141.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $12.84 Mil. This investment constitutes 1.13% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 13 purchases of QUAL, at an average price of $130.13, for a total of 128,851.00 shares. In addition, there have been 4 sales at an average price of $169.80 for 53,710.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Tradition Wealth Management, LLC's estimated gain on his QUAL holdings is $6.34 Mil, reflecting a 37.81% gain to date.
Tradition Wealth Management, LLC QUAL ($186.15) Holding Chart
Tradition Wealth Management, LLC QUAL ($186.15) 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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