Artemis Wealth Advisors, LLC QQQ Holdings History
Artemis Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Artemis Wealth Advisors, LLC held 819,291.00 shares of INVESCO QQQ Trust(QQQ), totaling $384.18 Mil. This investment constitutes 80.56% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0.13% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Artemis Wealth Advisors, LLC has made 12 purchases of QQQ, at an average price of $186.63, for a total of 1.91 Mil shares. In addition, there have been 8 sales at an average price of $363.98 for 1.09 Mil shares. Based on historical transaction data and QQQ's current price of $552.34, Artemis Wealth Advisors, LLC's estimated gain on his QQQ holdings is $492.63 Mil, reflecting a 138.38% gain to date.
Artemis Wealth Advisors, LLC QQQ ($552.34) Holding Chart
Artemis Wealth Advisors, LLC QQQ ($552.34) 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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