Capital Advisors Wealth Management, LLC QQQ Holdings History
Capital Advisors Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 39,541.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.54 Mil. This investment constitutes 3.28% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Capital Advisors Wealth Management, LLC has made 12 purchases of QQQ, at an average price of $413.80, for a total of 42,719.00 shares. In addition, there have been 2 sales at an average price of $489.56 for 3,178.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Capital Advisors Wealth Management, LLC's estimated gain on his QQQ holdings is $6.07 Mil, reflecting a 34.35% gain to date.
Capital Advisors Wealth Management, LLC QQQ ($561.26) Holding Chart
Capital Advisors Wealth Management, LLC QQQ ($561.26) 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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