BlueChip Wealth Advisors LLC QQQ Holdings History
BlueChip Wealth Advisors LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 12,255.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.75 Mil. This investment constitutes 2.82% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 3 purchases of QQQ, at an average price of $397.97, for a total of 12,902.00 shares. In addition, there have been 2 sales at an average price of $473.12 for 647.00 shares. Based on historical transaction data and QQQ's current price of $565.01, BlueChip Wealth Advisors LLC's estimated gain on his QQQ holdings is $2.10 Mil, reflecting a 40.81% gain to date.
BlueChip Wealth Advisors LLC QQQ ($565.01) Holding Chart
BlueChip Wealth Advisors LLC 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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