Wealth Group Ltd QUAL Holdings History
Wealth Group Ltd's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Wealth Group Ltd held 179,091.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $30.60 Mil. This investment constitutes 8.97% of their stock portfolio, and Wealth Group Ltd now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 5 purchases of QUAL, at an average price of $142.62, for a total of 179,091.00 shares. Based on historical transaction data and QUAL's current price of $183.86, Wealth Group Ltd's estimated gain on his QUAL holdings is $7.39 Mil, reflecting a 28.91% gain to date.
Wealth Group Ltd QUAL ($183.86) Holding Chart
Wealth Group Ltd QUAL ($183.86) 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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