Amplius Wealth Advisors, LLC QQQ Holdings History
Amplius Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 70,518.00 shares of INVESCO QQQ Trust(QQQ), totaling $33.07 Mil. This investment constitutes 3.44% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Amplius Wealth Advisors, LLC has made 8 purchases of QQQ, at an average price of $314.64, for a total of 325,886.00 shares. In addition, there have been 5 sales at an average price of $317.86 for 255,368.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Amplius Wealth Advisors, LLC's estimated gain on his QQQ holdings is $18.21 Mil, reflecting a 17.76% gain to date.
Amplius Wealth Advisors, LLC QQQ ($561.26) Holding Chart
Amplius Wealth Advisors, LLC QQQ ($561.26) 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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