Clearstead Trust, LLC QQQ Holdings History
Clearstead Trust, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 145,887.00 shares of INVESCO QQQ Trust(QQQ), totaling $68.41 Mil. This investment constitutes 15.23% of their stock portfolio, and Clearstead Trust, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 17 purchases of QQQ, at an average price of $323.20, for a total of 152,804.00 shares. In addition, there have been 6 sales at an average price of $275.07 for 6,917.00 shares. Based on historical transaction data and QQQ's current price of $557.29, Clearstead Trust, LLC's estimated gain on his QQQ holdings is $33.82 Mil, reflecting a 68.48% gain to date.
Clearstead Trust, LLC QQQ ($557.29) Holding Chart
Clearstead Trust, LLC QQQ ($557.29) 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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