Number of Shares
839,751.00
Current Holdings Value*
$162.09 Mil
% of Portfolio
7.28%
Total Estimate Gain
$70.22 Mil
% of Total Estimate Gain
56.13%

Gerber Kawasaki Wealth & Investment Management's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, Gerber Kawasaki Wealth & Investment Management held 839,751.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $162.09 Mil. This investment constitutes 7.28% of their stock portfolio, and Gerber Kawasaki Wealth & Investment Management now holds 0.39% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2021Q2. And since then Gerber Kawasaki Wealth & Investment Management has made 16 purchases of QQQM, at an average price of $148.97, for a total of 839,751.00 shares. Based on historical transaction data and QQQM's current price of $232.59, Gerber Kawasaki Wealth & Investment Management's estimated gain on his QQQM holdings is $70.22 Mil, reflecting a 56.13% gain to date.

Gerber Kawasaki Wealth & Investment Management QQQM ($232.59) Holding Chart

Gerber Kawasaki Wealth & Investment Management QQQM ($232.59) 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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