AAF Wealth Management, LLC QQQM Holdings History
AAF Wealth Management, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 88,468.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $17.08 Mil. This investment constitutes 9.22% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q1. And since then AAF Wealth Management, LLC has made 10 purchases of QQQM, at an average price of $135.80, for a total of 104,357.00 shares. In addition, there have been 3 sales at an average price of $207.87 for 15,889.00 shares. Based on historical transaction data and QQQM's current price of $228.94, AAF Wealth Management, LLC's estimated gain on his QQQM holdings is $9.39 Mil, reflecting a 66.22% gain to date.
AAF Wealth Management, LLC QQQM ($228.94) Holding Chart
AAF Wealth Management, LLC QQQM ($228.94) 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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