Number of Shares
30,045.00
Current Holdings Value*
$14.09 Mil
% of Portfolio
13.37%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
11.11%

Carbahal Olsen Financial Services Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 30,045.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.09 Mil. This investment constitutes 13.37% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 322.00 shares. Based on historical transaction data and QQQ's current price of $562.99, Carbahal Olsen Financial Services Group, LLC's estimated gain on his QQQ holdings is $1.71 Mil, reflecting a 11.11% gain to date.

Carbahal Olsen Financial Services Group, LLC QQQ ($562.99) Holding Chart

Carbahal Olsen Financial Services Group, LLC QQQ ($562.99) 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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