Ipsen Advisor Group LLC QQQ Holdings History
Number of Shares
2,366.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
0.96%
Total Estimate Gain
$892,947.22
% of Total Estimate Gain
98.03%
Ipsen Advisor Group LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 2,366.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.11 Mil. This investment constitutes 0.96% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. In addition, there have been 2 sales at an average price of $507.64 for 935.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Ipsen Advisor Group LLC's estimated gain on his QQQ holdings is $892,947.22, reflecting a 98.03% gain to date.
Ipsen Advisor Group LLC QQQ ($561.80) Holding Chart
Ipsen Advisor Group LLC QQQ ($561.80) 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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