JSF Financial, LLC QQQ Holdings History

Number of Shares
23,337.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
2.89%
Total Estimate Gain
$8.51 Mil
% of Total Estimate Gain
89.75%

JSF Financial, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, JSF Financial, LLC held 23,337.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.94 Mil. This investment constitutes 2.89% of their stock portfolio, and JSF Financial, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 8 purchases of QQQ, at an average price of $226.98, for a total of 41,754.00 shares. In addition, there have been 15 sales at an average price of $309.07 for 18,417.00 shares. Based on historical transaction data and QQQ's current price of $526.67, JSF Financial, LLC's estimated gain on his QQQ holdings is $8.51 Mil, reflecting a 89.75% gain to date.

JSF Financial, LLC QQQ ($526.67) Holding Chart

JSF Financial, LLC QQQ ($526.67) 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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