Arete Wealth Advisors, LLC QQQ Holdings History
Arete Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 35,159.00 shares of INVESCO QQQ Trust(QQQ), totaling $16.49 Mil. This investment constitutes 1.26% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2014Q3. And since then Arete Wealth Advisors, LLC has made 22 purchases of QQQ, at an average price of $246.87, for a total of 172,484.00 shares. In addition, there have been 11 sales at an average price of $313.02 for 137,325.00 shares. Based on historical transaction data and QQQ's current price of $563.55, Arete Wealth Advisors, LLC's estimated gain on his QQQ holdings is $20.22 Mil, reflecting a 47.48% gain to date.
Arete Wealth Advisors, LLC QQQ ($563.55) Holding Chart
Arete Wealth Advisors, LLC QQQ ($563.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
