Number of Shares
36,485.00
Current Holdings Value*
$17.11 Mil
% of Portfolio
1.77%
Total Estimate Gain
$9.27 Mil
% of Total Estimate Gain
55.65%

INSIGNEO ADVISORY SERVICES, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 36,485.00 shares of INVESCO QQQ Trust(QQQ), totaling $17.11 Mil. This investment constitutes 1.77% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 8 purchases of QQQ, at an average price of $342.72, for a total of 48,611.00 shares. In addition, there have been 1 sales at an average price of $449.75 for 12,126.00 shares. Based on historical transaction data and QQQ's current price of $561.25, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his QQQ holdings is $9.27 Mil, reflecting a 55.65% gain to date.

INSIGNEO ADVISORY SERVICES, LLC QQQ ($561.25) Holding Chart

INSIGNEO ADVISORY SERVICES, LLC QQQ ($561.25) 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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