Number of Shares
23,342.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
3.13%
Total Estimate Gain
$13.46 Mil
% of Total Estimate Gain
22.66%

Darwin Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2024-09-30, Darwin Wealth Management, LLC held 23,342.00 shares of INVESCO QQQ Trust(QQQ), totaling $11.39 Mil. This investment constitutes 3.13% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Darwin Wealth Management, LLC has made 11 purchases of QQQ, at an average price of $306.28, for a total of 193,957.00 shares. In addition, there have been 15 sales at an average price of $350.29 for 170,615.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Darwin Wealth Management, LLC's estimated gain on his QQQ holdings is $13.46 Mil, reflecting a 22.66% gain to date.

Darwin Wealth Management, LLC QQQ ($561.26) Holding Chart

Darwin Wealth Management, 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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