Finley Financial, LLC QQQ Holdings History

Number of Shares
25,111.00
Current Holdings Value*
$13.85 Mil
% of Portfolio
6.96%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
11.34%

Finley Financial, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Finley Financial, LLC held 25,111.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.85 Mil. This investment constitutes 6.96% of their stock portfolio, and Finley Financial, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $506.26 for 617.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Finley Financial, LLC's estimated gain on his QQQ holdings is $1.48 Mil, reflecting a 11.34% gain to date.

Finley Financial, LLC QQQ ($565.01) Holding Chart

Finley Financial, LLC QQQ ($565.01) 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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