KFG WEALTH MANAGEMENT, LLC QQQ Holdings History
KFG WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 17,724.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.78 Mil. This investment constitutes 1.57% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then KFG WEALTH MANAGEMENT, LLC has made 1 purchases of QQQ, at an average price of $294.17, for a total of 54,926.00 shares. In addition, there have been 9 sales at an average price of $426.54 for 37,202.00 shares. Based on historical transaction data and QQQ's current price of $561.26, KFG WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $9.66 Mil, reflecting a 59.78% gain to date.
KFG WEALTH MANAGEMENT, LLC QQQ ($561.26) Holding Chart
KFG WEALTH MANAGEMENT, LLC QQQ ($561.26) 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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