KESTRA PRIVATE WEALTH SERVICES, LLC QQQ Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 170,009.00 shares of INVESCO QQQ Trust(QQQ), totaling $79.72 Mil. This investment constitutes 1.33% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.03% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 16 purchases of QQQ, at an average price of $395.35, for a total of 193,811.00 shares. In addition, there have been 2 sales at an average price of $308.65 for 23,802.00 shares. Based on historical transaction data and QQQ's current price of $561.80, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his QQQ holdings is $26.23 Mil, reflecting a 34.24% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC QQQ ($561.80) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, 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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