FORM Wealth Advisors, LLC QQQ Holdings History
Number of Shares
71,019.00
Current Holdings Value*
$33.30 Mil
% of Portfolio
4.52%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
9.08%
FORM Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 71,019.00 shares of INVESCO QQQ Trust(QQQ), totaling $33.30 Mil. This investment constitutes 4.52% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and QQQ's current price of $554.20, FORM Wealth Advisors, LLC's estimated gain on his QQQ holdings is $3.28 Mil, reflecting a 9.08% gain to date.
FORM Wealth Advisors, LLC QQQ ($554.20) Holding Chart
FORM Wealth Advisors, LLC QQQ ($554.20) 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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