Wealth Management Solutions, LLC QUAL Holdings History
Wealth Management Solutions, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 65,421.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $8.62 Mil. This investment constitutes 5.91% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 3 purchases of QUAL, at an average price of $120.21, for a total of 101,828.00 shares. In addition, there have been 4 sales at an average price of $127.67 for 36,407.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Wealth Management Solutions, LLC's estimated gain on his QUAL holdings is $4.45 Mil, reflecting a 36.32% gain to date.
Wealth Management Solutions, LLC QUAL ($184.03) Holding Chart
Wealth Management Solutions, LLC QUAL ($184.03) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
