ADAPT WEALTH ADVISORS, LLC QQQM Holdings History
ADAPT WEALTH ADVISORS, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 89,937.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $17.36 Mil. This investment constitutes 8.47% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q1. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of QQQM, at an average price of $181.83, for a total of 89,937.00 shares. Based on historical transaction data and QQQM's current price of $231.05, ADAPT WEALTH ADVISORS, LLC's estimated gain on his QQQM holdings is $4.43 Mil, reflecting a 27.07% gain to date.
ADAPT WEALTH ADVISORS, LLC QQQM ($231.05) Holding Chart
ADAPT WEALTH ADVISORS, LLC QQQM ($231.05) 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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