Number of Shares
8,088.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
3.33%
Total Estimate Gain
$449,173.68
% of Total Estimate Gain
8.79%

Elm3 Financial Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Elm3 Financial Group, LLC held 8,088.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.79 Mil. This investment constitutes 3.33% of their stock portfolio, and Elm3 Financial Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 2,004.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Elm3 Financial Group, LLC's estimated gain on his QQQ holdings is $449,173.68, reflecting a 8.79% gain to date.

Elm3 Financial Group, LLC QQQ ($561.26) Holding Chart

Elm3 Financial Group, LLC QQQ ($561.26) 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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