AVANTAX ADVISORY SERVICES, INC. QQQ Holdings History
AVANTAX ADVISORY SERVICES, INC.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 469,678.00 shares of INVESCO QQQ Trust(QQQ), totaling $220.24 Mil. This investment constitutes 1.34% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.08% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 23 purchases of QQQ, at an average price of $314.59, for a total of 669,196.00 shares. In addition, there have been 2 sales at an average price of $294.23 for 199,518.00 shares. Based on historical transaction data and QQQ's current price of $554.06, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his QQQ holdings is $108.41 Mil, reflecting a 51.50% gain to date.
AVANTAX ADVISORY SERVICES, INC. QQQ ($554.06) Holding Chart
AVANTAX ADVISORY SERVICES, INC. QQQ ($554.06) 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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