Institute For Wealth Management, LLC. QQQ Holdings History
Institute for Wealth Management, LLC.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 25,630.00 shares of INVESCO QQQ Trust(QQQ), totaling $12.02 Mil. This investment constitutes 1.54% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 14 purchases of QQQ, at an average price of $256.40, for a total of 109,026.00 shares. In addition, there have been 13 sales at an average price of $289.80 for 83,396.00 shares. Based on historical transaction data and QQQ's current price of $562.46, Institute for Wealth Management, LLC.'s estimated gain on his QQQ holdings is $10.63 Mil, reflecting a 38.03% gain to date.
Institute for Wealth Management, LLC. QQQ ($562.46) Holding Chart
Institute for Wealth Management, LLC. QQQ ($562.46) 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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