Number of Shares
152,111.00
Current Holdings Value*
$29.36 Mil
% of Portfolio
4.45%
Total Estimate Gain
$9.46 Mil
% of Total Estimate Gain
37.27%

D'Orazio & Associates, Inc.'s Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, D'Orazio & Associates, Inc. held 152,111.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $29.36 Mil. This investment constitutes 4.45% of their stock portfolio, and D'Orazio & Associates, Inc. now holds 0.07% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2023Q2. And since then D'Orazio & Associates, Inc. has made 8 purchases of QQQM, at an average price of $166.95, for a total of 152,111.00 shares. Based on historical transaction data and QQQM's current price of $229.17, D'Orazio & Associates, Inc.'s estimated gain on his QQQM holdings is $9.46 Mil, reflecting a 37.27% gain to date.

D'Orazio & Associates, Inc. QQQM ($229.17) Holding Chart

D'Orazio & Associates, Inc. QQQM ($229.17) 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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