KILEY JUERGENS WEALTH MANAGEMENT, LLC QQQ Holdings History
KILEY JUERGENS WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 52,759.00 shares of INVESCO QQQ Trust(QQQ), totaling $24.74 Mil. This investment constitutes 6.58% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 8 purchases of QQQ, at an average price of $273.83, for a total of 112,900.00 shares. In addition, there have been 11 sales at an average price of $324.92 for 60,141.00 shares. Based on historical transaction data and QQQ's current price of $555.32, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $17.92 Mil, reflecting a 57.98% gain to date.
KILEY JUERGENS WEALTH MANAGEMENT, LLC QQQ ($555.32) Holding Chart
KILEY JUERGENS WEALTH MANAGEMENT, LLC QQQ ($555.32) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
