Centered Wealth LLC Dba Miller Equity Capital Advisors QQQ Holdings History
Centered Wealth LLC dba Miller Equity Capital Advisors's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held 428.00 shares of INVESCO QQQ Trust(QQQ), totaling $200,700.00. This investment constitutes 13.87% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 9 purchases of QQQ, at an average price of $373.83, for a total of 14,100.00 shares. In addition, there have been 3 sales at an average price of $506.47 for 13,672.00 shares. Based on historical transaction data and QQQ's current price of $546.22, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his QQQ holdings is $1.89 Mil, reflecting a 35.80% gain to date.
Centered Wealth LLC dba Miller Equity Capital Advisors QQQ ($546.22) Holding Chart
Centered Wealth LLC dba Miller Equity Capital Advisors QQQ ($546.22) 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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