Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$510,812.06
% of Total Estimate Gain
63.93%

Arcadia Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Arcadia Wealth Management, LLC held - shares of INVESCO QQQ Trust(QQQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q4. And since then Arcadia Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $293.20, for a total of 2,725.00 shares. In addition, there have been 2 sales at an average price of $480.65 for 2,725.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Arcadia Wealth Management, LLC's estimated gain on his QQQ holdings is $510,812.06, reflecting a 63.93% gain to date.

Arcadia Wealth Management, LLC QQQ ($561.25) Holding Chart

Arcadia Wealth Management, LLC QQQ ($561.25) 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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