Number of Shares
15,968.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
61.77%

Capstone Triton Financial Group, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2024-12-31, Capstone Triton Financial Group, LLC held 15,968.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $3.36 Mil. This investment constitutes 2.1% of their stock portfolio, and Capstone Triton Financial Group, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2022Q2. And since then Capstone Triton Financial Group, LLC has made 7 purchases of QQQM, at an average price of $132.74, for a total of 21,697.00 shares. In addition, there have been 4 sales at an average price of $164.96 for 5,729.00 shares. Based on historical transaction data and QQQM's current price of $232.59, Capstone Triton Financial Group, LLC's estimated gain on his QQQM holdings is $1.78 Mil, reflecting a 61.77% gain to date.

Capstone Triton Financial Group, LLC QQQM ($232.59) Holding Chart

Capstone Triton Financial Group, LLC QQQM ($232.59) 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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