Number of Shares
97,666.00
Current Holdings Value*
$53.88 Mil
% of Portfolio
1.66%
Total Estimate Gain
$42.69 Mil
% of Total Estimate Gain
62.44%

Dynamic Advisor Solutions LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Dynamic Advisor Solutions LLC held 97,666.00 shares of INVESCO QQQ Trust(QQQ), totaling $53.88 Mil. This investment constitutes 1.66% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q1. And since then Dynamic Advisor Solutions LLC has made 23 purchases of QQQ, at an average price of $265.49, for a total of 257,498.00 shares. In addition, there have been 13 sales at an average price of $351.87 for 159,832.00 shares. Based on historical transaction data and QQQ's current price of $561.19, Dynamic Advisor Solutions LLC's estimated gain on his QQQ holdings is $42.69 Mil, reflecting a 62.44% gain to date.

Dynamic Advisor Solutions LLC QQQ ($561.19) Holding Chart

Dynamic Advisor Solutions LLC QQQ ($561.19) 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