Davies Financial Advisors, Inc. TQQQ Holdings History
Davies Financial Advisors, Inc.'s PROSHARES TRUST Holding Summary
As of 2025-03-31, Davies Financial Advisors, Inc. held 8,692.00 shares of PROSHARES TRUST(TQQQ), totaling $498,050.00. This investment constitutes 0.42% of their stock portfolio, and Davies Financial Advisors, Inc. now holds 0% of the outstanding PROSHARES TRUST(TQQQ) stock.
The initial trade took place in 2024Q1. And since then Davies Financial Advisors, Inc. has made 2 purchases of TQQQ, at an average price of $65.63, for a total of 19,327.00 shares. In addition, there have been 2 sales at an average price of $76.59 for 10,635.00 shares. Based on historical transaction data and TQQQ's current price of $83.72, Davies Financial Advisors, Inc.'s estimated gain on his TQQQ holdings is $273,860.64, reflecting a 21.59% gain to date.
Davies Financial Advisors, Inc. TQQQ ($83.72) Holding Chart
Davies Financial Advisors, Inc. TQQQ ($83.72) 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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