Wingate Wealth Advisors, Inc. QLTY Holdings History
Wingate Wealth Advisors, Inc.'s GMO U.S. Quality ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 72,187.00 shares of GMO U.S. Quality ETF(QLTY), totaling $2.26 Mil. This investment constitutes 2.6% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds -% of the outstanding GMO U.S. Quality ETF(QLTY) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of QLTY, at an average price of $32.52, for a total of 72,187.00 shares. Based on historical transaction data and QLTY's current price of $34.37, Wingate Wealth Advisors, Inc.'s estimated gain on his QLTY holdings is $133,242.51, reflecting a 5.68% gain to date.
Wingate Wealth Advisors, Inc. QLTY ($34.37) Holding Chart
Wingate Wealth Advisors, Inc. QLTY ($34.37) 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
