Number of Shares
67,622.00
Current Holdings Value*
$14.23 Mil
% of Portfolio
2.75%
Total Estimate Gain
$7.43 Mil
% of Total Estimate Gain
34.98%

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 $232.10, Dechtman Wealth Management, LLC's estimated gain on his QQQM holdings is $7.43 Mil, reflecting a 34.98% gain to date.

Dechtman Wealth Management, LLC QQQM ($232.10) Holding Chart

Dechtman Wealth Management, LLC QQQM ($232.10) 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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