Frank, Rimerman Advisors LLC QQQ Holdings History
Frank, Rimerman Advisors LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Frank, Rimerman Advisors LLC held 154,218.00 shares of INVESCO QQQ Trust(QQQ), totaling $72.32 Mil. This investment constitutes 5.73% of their stock portfolio, and Frank, Rimerman Advisors LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Frank, Rimerman Advisors LLC has made 4 purchases of QQQ, at an average price of $290.23, for a total of 201,468.00 shares. In addition, there have been 11 sales at an average price of $326.96 for 47,250.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Frank, Rimerman Advisors LLC's estimated gain on his QQQ holdings is $44.11 Mil, reflecting a 75.44% gain to date.
Frank, Rimerman Advisors LLC QQQ ($565.01) Holding Chart
Frank, Rimerman 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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