CSM Advisors, LLC QQQ Holdings History
CSM Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 306,150.00 shares of INVESCO QQQ Trust(QQQ), totaling $143.56 Mil. This investment constitutes 8.52% of their stock portfolio, and CSM Advisors, LLC now holds 0.05% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then CSM Advisors, LLC has made 5 purchases of QQQ, at an average price of $404.77, for a total of 936,766.00 shares. In addition, there have been 8 sales at an average price of $407.97 for 630,616.00 shares. Based on historical transaction data and QQQ's current price of $565.44, CSM Advisors, LLC's estimated gain on his QQQ holdings is $51.21 Mil, reflecting a 13.51% gain to date.
CSM Advisors, LLC QQQ ($565.44) Holding Chart
CSM Advisors, LLC QQQ ($565.44) 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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