Guardian Wealth Advisors, LLC QQQ Holdings History
Guardian Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 17,116.00 shares of INVESCO QQQ Trust(QQQ), totaling $8.03 Mil. This investment constitutes 5.15% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Guardian Wealth Advisors, LLC has made 9 purchases of QQQ, at an average price of $300.11, for a total of 21,016.00 shares. In addition, there have been 8 sales at an average price of $435.43 for 3,900.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Guardian Wealth Advisors, LLC's estimated gain on his QQQ holdings is $5.06 Mil, reflecting a 80.25% gain to date.
Guardian Wealth Advisors, LLC QQQ ($565.01) Holding Chart
Guardian Wealth 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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