Number of Shares
39,158.00
Current Holdings Value*
$18.36 Mil
% of Portfolio
7.73%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
10.82%

FLAGSHIP WEALTH ADVISORS, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 39,158.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.36 Mil. This investment constitutes 7.73% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of QQQ, at an average price of $506.45, for a total of 39,158.00 shares. Based on historical transaction data and QQQ's current price of $561.26, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his QQQ holdings is $2.15 Mil, reflecting a 10.82% gain to date.

FLAGSHIP WEALTH ADVISORS, LLC QQQ ($561.26) Holding Chart

FLAGSHIP 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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