Altus Wealth Management, LLC QQQ Holdings History
Altus Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Altus Wealth Management, LLC held 68,248.00 shares of INVESCO QQQ Trust(QQQ), totaling $32.00 Mil. This investment constitutes 14.98% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 16 purchases of QQQ, at an average price of $226.30, for a total of 82,261.00 shares. In addition, there have been 5 sales at an average price of $364.59 for 14,013.00 shares. Based on historical transaction data and QQQ's current price of $539.74, Altus Wealth Management, LLC's estimated gain on his QQQ holdings is $23.33 Mil, reflecting a 125.33% gain to date.
Altus Wealth Management, LLC QQQ ($539.74) Holding Chart
Altus Wealth Management, LLC QQQ ($539.74) 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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