Atria Wealth Solutions, Inc. QQQ Holdings History
Atria Wealth Solutions, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 272,963.00 shares of INVESCO QQQ Trust(QQQ), totaling $128.09 Mil. This investment constitutes 1.54% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.04% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 7 purchases of QQQ, at an average price of $345.69, for a total of 517,403.00 shares. In addition, there have been 5 sales at an average price of $381.12 for 244,440.00 shares. Based on historical transaction data and QQQ's current price of $564.18, Atria Wealth Solutions, Inc.'s estimated gain on his QQQ holdings is $68.30 Mil, reflecting a 38.18% gain to date.
Atria Wealth Solutions, Inc. QQQ ($564.18) Holding Chart
Atria Wealth Solutions, Inc. QQQ ($564.18) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
