Dechtman Wealth Management, LLC QQQM Holdings History
Dechtman Wealth Management, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 67,622.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $14.23 Mil. This investment constitutes 2.75% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.03% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q3. And since then Dechtman Wealth Management, LLC has made 4 purchases of QQQM, at an average price of $163.22, for a total of 130,074.00 shares. In addition, there have been 2 sales at an average price of $207.54 for 62,452.00 shares. Based on historical transaction data and QQQM's current price of $232.59, Dechtman Wealth Management, LLC's estimated gain on his QQQM holdings is $7.46 Mil, reflecting a 35.13% gain to date.
Dechtman Wealth Management, LLC QQQM ($232.59) Holding Chart
Dechtman Wealth Management, LLC QQQM ($232.59) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
