CBIZ Investment Advisory Services, LLC QQQ Holdings History
CBIZ Investment Advisory Services, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 409,205.00 shares of INVESCO QQQ Trust(QQQ), totaling $191.89 Mil. This investment constitutes 9.4% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.06% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 5 purchases of QQQ, at an average price of $444.60, for a total of 422,159.00 shares. In addition, there have been 5 sales at an average price of $315.13 for 12,954.00 shares. Based on historical transaction data and QQQ's current price of $565.01, CBIZ Investment Advisory Services, LLC's estimated gain on his QQQ holdings is $47.59 Mil, reflecting a 25.36% gain to date.
CBIZ Investment Advisory Services, LLC QQQ ($565.01) Holding Chart
CBIZ Investment Advisory Services, 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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