Geller Advisors LLC QQQ Holdings History
Number of Shares
28,720.00
Current Holdings Value*
$14.68 Mil
% of Portfolio
0.96%
Total Estimate Gain
$5.96 Mil
% of Total Estimate Gain
45.43%
Geller Advisors LLC's INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Geller Advisors LLC held 28,720.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.68 Mil. This investment constitutes 0.96% of their stock portfolio, and Geller Advisors LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2017Q1. And since then Geller Advisors LLC has made 16 purchases of QQQ, at an average price of $344.32, for a total of 38,131.00 shares. In addition, there have been 5 sales at an average price of $310.28 for 9,411.00 shares. Based on historical transaction data and QQQ's current price of $563.15, Geller Advisors LLC's estimated gain on his QQQ holdings is $5.96 Mil, reflecting a 45.43% gain to date.
Geller Advisors LLC QQQ ($563.15) Holding Chart
Geller Advisors LLC QQQ ($563.15) 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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