Worth Financial Advisory Group, LLC QUAL Holdings History
Worth Financial Advisory Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 25,569.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $4.67 Mil. This investment constitutes 2.87% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 4 purchases of QUAL, at an average price of $115.07, for a total of 28,843.00 shares. In addition, there have been 6 sales at an average price of $154.93 for 3,274.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Worth Financial Advisory Group, LLC's estimated gain on his QUAL holdings is $1.89 Mil, reflecting a 57.06% gain to date.
Worth Financial Advisory Group, LLC QUAL ($184.03) Holding Chart
Worth Financial Advisory Group, 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 % |
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