Number of Shares
23,065.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
4.3%
Total Estimate Gain
$450,414.87
% of Total Estimate Gain
9.36%

AGH Wealth Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, AGH Wealth Advisors, LLC held 23,065.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $4.46 Mil. This investment constitutes 4.3% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q4. And since then AGH Wealth Advisors, LLC has made 1 purchases of QQQM, at an average price of $208.60, for a total of 23,065.00 shares. Based on historical transaction data and QQQM's current price of $228.13, AGH Wealth Advisors, LLC's estimated gain on his QQQM holdings is $450,414.87, reflecting a 9.36% gain to date.

AGH Wealth Advisors, LLC QQQM ($228.13) Holding Chart

AGH Wealth Advisors, LLC QQQM ($228.13) 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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