Wingate Wealth Advisors, Inc. IQLT Holdings History
Wingate Wealth Advisors, Inc.'s iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 61,919.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $2.46 Mil. This investment constitutes 2.83% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.03% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $39.42 for 2,932.00 shares. Based on historical transaction data and IQLT's current price of $42.82, Wingate Wealth Advisors, Inc.'s estimated gain on his IQLT holdings is $231,925.43, reflecting a 9.15% gain to date.
Wingate Wealth Advisors, Inc. IQLT ($42.82) Holding Chart
Wingate Wealth Advisors, Inc. IQLT ($42.82) 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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