Atria Wealth Solutions, Inc. QQQM Holdings History
Atria Wealth Solutions, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 67,348.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $13.00 Mil. This investment constitutes 0.16% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.03% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 7 purchases of QQQM, at an average price of $170.04, for a total of 306,645.00 shares. In addition, there have been 5 sales at an average price of $186.93 for 239,297.00 shares. Based on historical transaction data and QQQM's current price of $231.39, Atria Wealth Solutions, Inc.'s estimated gain on his QQQM holdings is $8.17 Mil, reflecting a 15.67% gain to date.
Atria Wealth Solutions, Inc. QQQM ($231.39) Holding Chart
Atria Wealth Solutions, Inc. QQQM ($231.39) 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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