Epic Trust Investment Advisors, LLC QQQ Holdings History
Epic Trust Investment Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 9,392.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.50 Mil. This investment constitutes 5.01% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 3 purchases of QQQ, at an average price of $372.54, for a total of 20,512.00 shares. In addition, there have been 7 sales at an average price of $345.14 for 11,120.00 shares. Based on historical transaction data and QQQ's current price of $552.40, Epic Trust Investment Advisors, LLC's estimated gain on his QQQ holdings is $1.38 Mil, reflecting a 18.12% gain to date.
Epic Trust Investment Advisors, LLC QQQ ($552.40) Holding Chart
Epic Trust Investment Advisors, LLC QQQ ($552.40) 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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