Number of Shares
20,203.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
5.02%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
27.90%

INTERACTIVE FINANCIAL ADVISORS, INC.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 20,203.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.47 Mil. This investment constitutes 5.02% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q3. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 10 purchases of QQQ, at an average price of $404.94, for a total of 24,879.00 shares. In addition, there have been 1 sales at an average price of $428.75 for 4,676.00 shares. Based on historical transaction data and QQQ's current price of $538.53, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his QQQ holdings is $2.81 Mil, reflecting a 27.90% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. QQQ ($538.53) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. QQQ ($538.53) 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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