Evolution Wealth Advisors, LLC QQQ Holdings History
Evolution Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 39,017.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.30 Mil. This investment constitutes 3.05% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 15 purchases of QQQ, at an average price of $261.06, for a total of 123,847.00 shares. In addition, there have been 8 sales at an average price of $319.18 for 84,830.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Evolution Wealth Advisors, LLC's estimated gain on his QQQ holdings is $16.64 Mil, reflecting a 51.48% gain to date.
Evolution Wealth Advisors, LLC QQQ ($561.26) Holding Chart
Evolution Wealth Advisors, 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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