Number of Shares
79.00
Current Holdings Value*
$37,050.00
% of Portfolio
0.01%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
14.14%

Fortis Group Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Fortis Group Advisors, LLC held 79.00 shares of INVESCO QQQ Trust(QQQ), totaling $37,050.00. This investment constitutes 0.01% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 4 purchases of QQQ, at an average price of $400.97, for a total of 52,662.00 shares. In addition, there have been 5 sales at an average price of $457.51 for 52,583.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Fortis Group Advisors, LLC's estimated gain on his QQQ holdings is $2.99 Mil, reflecting a 14.14% gain to date.

Fortis Group Advisors, LLC QQQ ($565.01) Holding Chart

Fortis Group Advisors, 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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