Triad Wealth Partners, LLC QUAL Holdings History
Triad Wealth Partners, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 102,248.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $18.69 Mil. This investment constitutes 3.78% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q1. And since then Triad Wealth Partners, LLC has made 4 purchases of QUAL, at an average price of $176.57, for a total of 102,378.00 shares. In addition, there have been 1 sales at an average price of $164.20 for 130.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Triad Wealth Partners, LLC's estimated gain on his QUAL holdings is $978,396.28, reflecting a 5.41% gain to date.
Triad Wealth Partners, LLC QUAL ($186.15) Holding Chart
Triad Wealth Partners, 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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