Apriem Advisors QQQM Holdings History

Number of Shares
111,363.00
Current Holdings Value*
$21.50 Mil
% of Portfolio
2.52%
Total Estimate Gain
$4.38 Mil
% of Total Estimate Gain
20.56%

Apriem Advisors's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, Apriem Advisors held 111,363.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $21.50 Mil. This investment constitutes 2.52% of their stock portfolio, and Apriem Advisors now holds 0.05% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q1. And since then Apriem Advisors has made 5 purchases of QQQM, at an average price of $191.46, for a total of 111,363.00 shares. Based on historical transaction data and QQQM's current price of $230.83, Apriem Advisors's estimated gain on his QQQM holdings is $4.38 Mil, reflecting a 20.56% gain to date.

Apriem Advisors QQQM ($230.83) Holding Chart

Apriem Advisors QQQM ($230.83) 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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