CWS Financial Advisors, LLC QQQ Holdings History
CWS Financial Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 19,094.00 shares of INVESCO QQQ Trust(QQQ), totaling $8.95 Mil. This investment constitutes 2.83% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q3. And since then CWS Financial Advisors, LLC has made 3 purchases of QQQ, at an average price of $499.62, for a total of 19,094.00 shares. Based on historical transaction data and QQQ's current price of $563.81, CWS Financial Advisors, LLC's estimated gain on his QQQ holdings is $1.23 Mil, reflecting a 12.85% gain to date.
CWS Financial Advisors, LLC QQQ ($563.81) Holding Chart
CWS Financial Advisors, LLC QQQ ($563.81) 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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