Number of Shares
20,883.00
Current Holdings Value*
$11.52 Mil
% of Portfolio
5.89%
Total Estimate Gain
$5.41 Mil
% of Total Estimate Gain
40.95%

Alliance Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Alliance Wealth Advisors, LLC held 20,883.00 shares of INVESCO QQQ Trust(QQQ), totaling $11.52 Mil. This investment constitutes 5.89% of their stock portfolio, and Alliance Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q4. And since then Alliance Wealth Advisors, LLC has made 12 purchases of QQQ, at an average price of $342.99, for a total of 38,542.00 shares. In addition, there have been 6 sales at an average price of $387.97 for 17,659.00 shares. Based on historical transaction data and QQQ's current price of $564.18, Alliance Wealth Advisors, LLC's estimated gain on his QQQ holdings is $5.41 Mil, reflecting a 40.95% gain to date.

Alliance Wealth Advisors, LLC QQQ ($564.18) Holding Chart

Alliance Wealth Advisors, LLC QQQ ($564.18) 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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