Number of Shares
143,851.00
Current Holdings Value*
$67.45 Mil
% of Portfolio
0.86%
Total Estimate Gain
$86.03 Mil
% of Total Estimate Gain
17.54%

Atria Investments, Inc's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Atria Investments, Inc held 143,851.00 shares of INVESCO QQQ Trust(QQQ), totaling $67.45 Mil. This investment constitutes 0.86% of their stock portfolio, and Atria Investments, Inc now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2013Q4. And since then Atria Investments, Inc has made 24 purchases of QQQ, at an average price of $251.30, for a total of 1.95 Mil shares. In addition, there have been 14 sales at an average price of $274.69 for 1.81 Mil shares. Based on historical transaction data and QQQ's current price of $555.45, Atria Investments, Inc's estimated gain on his QQQ holdings is $86.03 Mil, reflecting a 17.54% gain to date.

Atria Investments, Inc QQQ ($555.45) Holding Chart

Atria Investments, Inc QQQ ($555.45) 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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