A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 56,436 shares of QUAL stock, worth $9.64 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
56,436
Previous 38,996 44.72%
Holding current value
$9.64 Million
Previous $5.74 Million 61.64%
% of portfolio
0.78%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$144.62 - $165.44 $2.52 Million - $2.89 Million
17,440 Added 44.72%
56,436 $9.28 Million
Q4 2023

Feb 08, 2024

SELL
$127.66 - $147.99 $2.16 Million - $2.5 Million
-16,905 Reduced 30.24%
38,996 $5.74 Million
Q3 2023

Nov 09, 2023

BUY
$130.77 - $139.97 $413,756 - $442,865
3,164 Added 6.0%
55,901 $7.38 Million
Q2 2023

Aug 14, 2023

BUY
$121.98 - $134.87 $6.43 Million - $7.11 Million
52,737 New
52,737 $7.11 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.