Number of Shares
240,535.00
Current Holdings Value*
$20.97 Mil
% of Portfolio
5.88%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
15.68%

Frisch Financial Group, Inc.'s Direxion Nasdaq-100 Equal Weighted Index Shares Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 240,535.00 shares of Direxion Nasdaq-100 Equal Weighted Index Shares(QQQE), totaling $20.97 Mil. This investment constitutes 5.88% of their stock portfolio, and Frisch Financial Group, Inc. now holds 1.74% of the outstanding Direxion Nasdaq-100 Equal Weighted Index Shares(QQQE) stock.

The initial trade took place in 2022Q2. And since then Frisch Financial Group, Inc. has made 9 purchases of QQQE, at an average price of $84.77, for a total of 256,332.00 shares. In addition, there have been 3 sales at an average price of $91.86 for 15,797.00 shares. Based on historical transaction data and QQQE's current price of $98.47, Frisch Financial Group, Inc.'s estimated gain on his QQQE holdings is $3.41 Mil, reflecting a 15.68% gain to date.

Frisch Financial Group, Inc. QQQE ($98.47) Holding Chart

Frisch Financial Group, Inc. QQQE ($98.47) 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 %

Top Ranked Articles

  • 1