Evensky & Katz LLC QQQ Holdings History
Evensky & Katz LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 91,876.00 shares of INVESCO QQQ Trust(QQQ), totaling $43.08 Mil. This investment constitutes 2.89% of their stock portfolio, and Evensky & Katz LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q1. And since then Evensky & Katz LLC has made 11 purchases of QQQ, at an average price of $225.54, for a total of 136,148.00 shares. In addition, there have been 14 sales at an average price of $390.59 for 44,272.00 shares. Based on historical transaction data and QQQ's current price of $555.58, Evensky & Katz LLC's estimated gain on his QQQ holdings is $37.63 Mil, reflecting a 122.55% gain to date.
Evensky & Katz LLC QQQ ($555.58) Holding Chart
Evensky & Katz LLC QQQ ($555.58) 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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