Kellett Wealth Advisors, LLC QQQM Holdings History
Kellett Wealth Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 1,650.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $318,480.00. This investment constitutes 0.22% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2025Q1. And since then Kellett Wealth Advisors, LLC has made 1 purchases of QQQM, at an average price of $209.18, for a total of 1,650.00 shares. Based on historical transaction data and QQQM's current price of $231.77, Kellett Wealth Advisors, LLC's estimated gain on his QQQM holdings is $37,273.50, reflecting a 10.80% gain to date.
Kellett Wealth Advisors, LLC QQQM ($231.77) Holding Chart
Kellett Wealth Advisors, LLC QQQM ($231.77) 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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