Executive Wealth Management, LLC QQQM Holdings History
Executive Wealth Management, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 75,221.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $15.83 Mil. This investment constitutes 1.24% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2021Q4. And since then Executive Wealth Management, LLC has made 6 purchases of QQQM, at an average price of $187.74, for a total of 76,574.00 shares. In addition, there have been 1 sales at an average price of $127.82 for 1,353.00 shares. Based on historical transaction data and QQQM's current price of $232.10, Executive Wealth Management, LLC's estimated gain on his QQQM holdings is $3.26 Mil, reflecting a 22.65% gain to date.
Executive Wealth Management, LLC QQQM ($232.10) Holding Chart
Executive Wealth Management, LLC QQQM ($232.10) 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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