Number of Shares
2,500.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.04%
Total Estimate Gain
$10.18 Mil
% of Total Estimate Gain
34.67%

Arkadios Wealth Advisors's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Arkadios Wealth Advisors held 2,500.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.17 Mil. This investment constitutes 0.04% of their stock portfolio, and Arkadios Wealth Advisors now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q2. And since then Arkadios Wealth Advisors has made 15 purchases of QQQ, at an average price of $388.60, for a total of 75,528.00 shares. In addition, there have been 5 sales at an average price of $357.86 for 14,080.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Arkadios Wealth Advisors's estimated gain on his QQQ holdings is $10.18 Mil, reflecting a 34.67% gain to date.

Arkadios Wealth Advisors QQQ ($561.25) Holding Chart

Arkadios Wealth Advisors 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 %

Top Ranked Articles

  • 1