Number of Shares
12,314.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
2.39%
Total Estimate Gain
$3.37 Mil
% of Total Estimate Gain
92.51%

Gray Wealth Management Inc.'s INVESCO QQQ Trust Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 12,314.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.30 Mil. This investment constitutes 2.39% of their stock portfolio, and Gray Wealth Management Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 6 purchases of QQQ, at an average price of $291.76, for a total of 12,469.00 shares. In addition, there have been 3 sales at an average price of $295.67 for 155.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Gray Wealth Management Inc.'s estimated gain on his QQQ holdings is $3.37 Mil, reflecting a 92.51% gain to date.

Gray Wealth Management Inc. QQQ ($565.01) Holding Chart

Gray Wealth Management Inc. 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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