Number of Shares
3,697.00
Current Holdings Value*
$1.73 Mil
% of Portfolio
0.32%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
9.98%

Buck Wealth Strategies, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Buck Wealth Strategies, LLC held 3,697.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.73 Mil. This investment constitutes 0.32% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q1. And since then Buck Wealth Strategies, LLC has made 5 purchases of QQQ, at an average price of $440.20, for a total of 33,919.00 shares. In addition, there have been 4 sales at an average price of $476.84 for 30,222.00 shares. Based on historical transaction data and QQQ's current price of $543.76, Buck Wealth Strategies, LLC's estimated gain on his QQQ holdings is $1.49 Mil, reflecting a 9.98% gain to date.

Buck Wealth Strategies, LLC QQQ ($543.76) Holding Chart

Buck Wealth Strategies, LLC QQQ ($543.76) 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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