Darwin Wealth Management, LLC QQEW Holdings History
Darwin Wealth Management, LLC's First Trust NASDAQ-100 Equal Weighted Index Fund Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 52,230.00 shares of First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW), totaling $6.55 Mil. This investment constitutes 1.8% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.34% of the outstanding First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW) stock.
The initial trade took place in 2022Q2. And since then Darwin Wealth Management, LLC has made 4 purchases of QQEW, at an average price of $106.18, for a total of 126,972.00 shares. In addition, there have been 6 sales at an average price of $113.85 for 74,742.00 shares. Based on historical transaction data and QQEW's current price of $138.44, Darwin Wealth Management, LLC's estimated gain on his QQEW holdings is $2.26 Mil, reflecting a 16.75% gain to date.
Darwin Wealth Management, LLC QQEW ($138.44) Holding Chart
Darwin Wealth Management, LLC QQEW ($138.44) 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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