BAKER TILLY WEALTH MANAGEMENT, LLC QQQ Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 13,505.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.45 Mil. This investment constitutes 2.66% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 12 purchases of QQQ, at an average price of $389.59, for a total of 17,572.00 shares. In addition, there have been 4 sales at an average price of $329.21 for 4,067.00 shares. Based on historical transaction data and QQQ's current price of $554.20, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $1.98 Mil, reflecting a 28.89% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC QQQ ($554.20) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC QQQ ($554.20) 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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