Bestgate Wealth Advisors, LLC QQQM Holdings History
Bestgate Wealth Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 12,556.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $2.42 Mil. This investment constitutes 5.02% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $209.18 for 822.00 shares. Based on historical transaction data and QQQM's current price of $232.59, Bestgate Wealth Advisors, LLC's estimated gain on his QQQM holdings is $305,039.70, reflecting a 10.94% gain to date.
Bestgate Wealth Advisors, LLC QQQM ($232.59) Holding Chart
Bestgate Wealth Advisors, LLC QQQM ($232.59) 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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