Davies Financial Advisors, Inc. QQQ Holdings History
Davies Financial Advisors, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Davies Financial Advisors, Inc. held 48,188.00 shares of INVESCO QQQ Trust(QQQ), totaling $22.60 Mil. This investment constitutes 19.26% of their stock portfolio, and Davies Financial Advisors, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q1. And since then Davies Financial Advisors, Inc. has made 3 purchases of QQQ, at an average price of $435.63, for a total of 48,453.00 shares. In addition, there have been 1 sales at an average price of $508.07 for 265.00 shares. Based on historical transaction data and QQQ's current price of $553.00, Davies Financial Advisors, Inc.'s estimated gain on his QQQ holdings is $5.67 Mil, reflecting a 26.88% gain to date.
Davies Financial Advisors, Inc. QQQ ($553.00) Holding Chart
Davies Financial Advisors, Inc. QQQ ($553.00) 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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