Erickson Financial Group, LLC QQQ Holdings History
Erickson Financial Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 27,965.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.11 Mil. This investment constitutes 9.79% of their stock portfolio, and Erickson Financial Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 8 purchases of QQQ, at an average price of $354.68, for a total of 50,192.00 shares. In addition, there have been 5 sales at an average price of $287.02 for 22,227.00 shares. Based on historical transaction data and QQQ's current price of $556.72, Erickson Financial Group, LLC's estimated gain on his QQQ holdings is $4.15 Mil, reflecting a 23.29% gain to date.
Erickson Financial Group, LLC QQQ ($556.72) Holding Chart
Erickson Financial Group, LLC QQQ ($556.72) 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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