Apella Capital, LLC QQQ Holdings History
Apella Capital, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Apella Capital, LLC held 37,648.00 shares of INVESCO QQQ Trust(QQQ), totaling $20.78 Mil. This investment constitutes 0.56% of their stock portfolio, and Apella Capital, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then Apella Capital, LLC has made 12 purchases of QQQ, at an average price of $475.59, for a total of 39,117.00 shares. In addition, there have been 4 sales at an average price of $371.92 for 1,469.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Apella Capital, LLC's estimated gain on his QQQ holdings is $3.21 Mil, reflecting a 17.28% gain to date.
Apella Capital, LLC QQQ ($565.01) Holding Chart
Apella Capital, 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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