Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. QQQ Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 60,808.00 shares of INVESCO QQQ Trust(QQQ), totaling $28.51 Mil. This investment constitutes 4.35% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 30 purchases of QQQ, at an average price of $202.66, for a total of 62,799.00 shares. In addition, there have been 5 sales at an average price of $265.23 for 1,991.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his QQQ holdings is $21.50 Mil, reflecting a 168.95% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. QQQ ($554.20) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. QQQ ($554.20) 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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