Kellett Wealth Advisors, LLC QQQ Holdings History
Kellett Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 15,019.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.04 Mil. This investment constitutes 4.88% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 6 purchases of QQQ, at an average price of $388.08, for a total of 57,412.00 shares. In addition, there have been 7 sales at an average price of $355.92 for 42,393.00 shares. Based on historical transaction data and QQQ's current price of $563.05, Kellett Wealth Advisors, LLC's estimated gain on his QQQ holdings is $1.26 Mil, reflecting a 5.68% gain to date.
Kellett Wealth Advisors, LLC QQQ ($563.05) Holding Chart
Kellett Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
