Able Wealth Management LLC QQQ Holdings History
Able Wealth Management LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 37,910.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.95 Mil. This investment constitutes 1.15% of their stock portfolio, and Able Wealth Management LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 3 purchases of QQQ, at an average price of $505.78, for a total of 38,042.00 shares. In addition, there have been 1 sales at an average price of $428.75 for 132.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Able Wealth Management LLC's estimated gain on his QQQ holdings is $2.24 Mil, reflecting a 11.62% gain to date.
Able Wealth Management LLC QQQ ($565.01) Holding Chart
Able Wealth Management LLC QQQ ($565.01) 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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