Number of Shares
41,568.00
Current Holdings Value*
$19.49 Mil
% of Portfolio
15.7%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
11.59%

Antonelli Financial Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Antonelli Financial Advisors, LLC held 41,568.00 shares of INVESCO QQQ Trust(QQQ), totaling $19.49 Mil. This investment constitutes 15.7% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then Antonelli Financial Advisors, LLC has made 1 purchases of QQQ, at an average price of $506.71, for a total of 41,568.00 shares. Based on historical transaction data and QQQ's current price of $565.43, Antonelli Financial Advisors, LLC's estimated gain on his QQQ holdings is $2.44 Mil, reflecting a 11.59% gain to date.

Antonelli Financial Advisors, LLC QQQ ($565.43) Holding Chart

Antonelli Financial Advisors, LLC QQQ ($565.43) 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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