WEALTH ALLIANCE, LLC QUAL Holdings History
WEALTH ALLIANCE, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 111,370.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $19.03 Mil. This investment constitutes 2.3% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then WEALTH ALLIANCE, LLC has made 7 purchases of QUAL, at an average price of $128.91, for a total of 135,726.00 shares. In addition, there have been 2 sales at an average price of $139.46 for 24,356.00 shares. Based on historical transaction data and QUAL's current price of $186.25, WEALTH ALLIANCE, LLC's estimated gain on his QUAL holdings is $6.64 Mil, reflecting a 37.97% gain to date.
WEALTH ALLIANCE, LLC QUAL ($186.25) Holding Chart
WEALTH ALLIANCE, LLC QUAL ($186.25) 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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