Cassaday & Co Wealth Management LLC QQQM Holdings History
Cassaday & Co Wealth Management LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 19,249.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $3.72 Mil. This investment constitutes 0.1% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q1. And since then Cassaday & Co Wealth Management LLC has made 6 purchases of QQQM, at an average price of $167.56, for a total of 19,377.00 shares. In addition, there have been 2 sales at an average price of $158.17 for 128.00 shares. Based on historical transaction data and QQQM's current price of $229.42, Cassaday & Co Wealth Management LLC's estimated gain on his QQQM holdings is $1.19 Mil, reflecting a 36.64% gain to date.
Cassaday & Co Wealth Management LLC QQQM ($229.42) Holding Chart
Cassaday & Co Wealth Management LLC QQQM ($229.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
