IAMS WEALTH MANAGEMENT, LLC QQQ Holdings History
IAMS WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 25,491.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.06 Mil. This investment constitutes 6.46% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 8 purchases of QQQ, at an average price of $410.43, for a total of 29,218.00 shares. In addition, there have been 2 sales at an average price of $362.97 for 3,727.00 shares. Based on historical transaction data and QQQ's current price of $564.18, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $3.74 Mil, reflecting a 31.21% gain to date.
IAMS WEALTH MANAGEMENT, LLC QQQ ($564.18) Holding Chart
IAMS WEALTH MANAGEMENT, LLC QQQ ($564.18) 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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