Number of Shares
12,255.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
2.82%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
40.35%

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 $563.05, BlueChip Wealth Advisors LLC's estimated gain on his QQQ holdings is $2.07 Mil, reflecting a 40.35% gain to date.

BlueChip Wealth Advisors LLC QQQ ($563.05) Holding Chart

BlueChip Wealth Advisors LLC QQQ ($563.05) 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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