DHJJ Financial Advisors, Ltd. QQQ Holdings History
DHJJ Financial Advisors, Ltd.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, DHJJ Financial Advisors, Ltd. held 57,171.00 shares of INVESCO QQQ Trust(QQQ), totaling $26.81 Mil. This investment constitutes 10.8% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then DHJJ Financial Advisors, Ltd. has made 5 purchases of QQQ, at an average price of $294.69, for a total of 70,166.00 shares. In addition, there have been 12 sales at an average price of $355.66 for 12,995.00 shares. Based on historical transaction data and QQQ's current price of $561.26, DHJJ Financial Advisors, Ltd.'s estimated gain on his QQQ holdings is $16.03 Mil, reflecting a 77.54% gain to date.
DHJJ Financial Advisors, Ltd. QQQ ($561.26) Holding Chart
DHJJ Financial Advisors, Ltd. 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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