Number of Shares
10,429.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.43%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
34.52%

DB Wealth Management Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2023-12-31, DB Wealth Management Group, LLC held 10,429.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.27 Mil. This investment constitutes 2.43% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 4 purchases of QQQ, at an average price of $303.33, for a total of 27,581.00 shares. In addition, there have been 8 sales at an average price of $314.88 for 17,152.00 shares. Based on historical transaction data and QQQ's current price of $561.26, DB Wealth Management Group, LLC's estimated gain on his QQQ holdings is $2.89 Mil, reflecting a 34.52% gain to date.

DB Wealth Management Group, LLC QQQ ($561.26) Holding Chart

DB Wealth Management Group, LLC QQQ ($561.26) 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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