Diversify Advisory Services, LLC QQQ Holdings History
Diversify Advisory Services, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Diversify Advisory Services, LLC held 136,120.00 shares of INVESCO QQQ Trust(QQQ), totaling $64.73 Mil. This investment constitutes 4.04% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 2 purchases of QQQ, at an average price of $451.83, for a total of 272,343.00 shares. In addition, there have been 2 sales at an average price of $490.28 for 136,223.00 shares. Based on historical transaction data and QQQ's current price of $556.22, Diversify Advisory Services, LLC's estimated gain on his QQQ holdings is $19.45 Mil, reflecting a 15.80% gain to date.
Diversify Advisory Services, LLC QQQ ($556.22) Holding Chart
Diversify Advisory Services, LLC QQQ ($556.22) 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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