Number of Shares
33,668.00
Current Holdings Value*
$18.57 Mil
% of Portfolio
10.37%
Total Estimate Gain
$12.04 Mil
% of Total Estimate Gain
87.63%

Avondale Wealth Management's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Avondale Wealth Management held 33,668.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.57 Mil. This investment constitutes 10.37% of their stock portfolio, and Avondale Wealth Management now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q3. And since then Avondale Wealth Management has made 13 purchases of QQQ, at an average price of $261.23, for a total of 52,579.00 shares. In addition, there have been 11 sales at an average price of $356.91 for 18,911.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Avondale Wealth Management's estimated gain on his QQQ holdings is $12.04 Mil, reflecting a 87.63% gain to date.

Avondale Wealth Management QQQ ($565.01) Holding Chart

Avondale Wealth Management QQQ ($565.01) 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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