Atlas Private Wealth Advisors QQQ Holdings History
Atlas Private Wealth Advisors's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 54,291.00 shares of INVESCO QQQ Trust(QQQ), totaling $25.46 Mil. This investment constitutes 3.57% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 14 purchases of QQQ, at an average price of $375.37, for a total of 181,572.00 shares. In addition, there have been 4 sales at an average price of $414.66 for 127,281.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Atlas Private Wealth Advisors's estimated gain on his QQQ holdings is $14.71 Mil, reflecting a 21.58% gain to date.
Atlas Private Wealth Advisors QQQ ($554.20) Holding Chart
Atlas Private Wealth Advisors QQQ ($554.20) 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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