Number of Shares
2,909.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
0.4%
Total Estimate Gain
$3.47 Mil
% of Total Estimate Gain
7.26%

KPP Advisory Services LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 2,909.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.60 Mil. This investment constitutes 0.4% of their stock portfolio, and KPP Advisory Services LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 3 purchases of QQQ, at an average price of $416.02, for a total of 114,743.00 shares. In addition, there have been 4 sales at an average price of $443.19 for 111,834.00 shares. Based on historical transaction data and QQQ's current price of $563.05, KPP Advisory Services LLC's estimated gain on his QQQ holdings is $3.47 Mil, reflecting a 7.26% gain to date.

KPP Advisory Services LLC QQQ ($563.05) Holding Chart

KPP Advisory Services LLC QQQ ($563.05) 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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