Atlas Legacy Advisors, LLC QQQM Holdings History
Number of Shares
81,452.00
Current Holdings Value*
$16.53 Mil
% of Portfolio
4.2%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
11.26%
Atlas Legacy Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 81,452.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $16.53 Mil. This investment constitutes 4.2% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2025Q1. And since then Atlas Legacy Advisors, LLC has made 1 purchases of QQQM, at an average price of $209.18, for a total of 81,452.00 shares. Based on historical transaction data and QQQM's current price of $232.72, Atlas Legacy Advisors, LLC's estimated gain on his QQQM holdings is $1.92 Mil, reflecting a 11.26% gain to date.
Atlas Legacy Advisors, LLC QQQM ($232.72) Holding Chart
Atlas Legacy Advisors, LLC QQQM ($232.72) 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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