Kestra Advisory Services, LLC QQQ Holdings History
Kestra Advisory Services, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Kestra Advisory Services, LLC held 583,566.00 shares of INVESCO QQQ Trust(QQQ), totaling $273.65 Mil. This investment constitutes 1.32% of their stock portfolio, and Kestra Advisory Services, LLC now holds 0.09% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q3. And since then Kestra Advisory Services, LLC has made 12 purchases of QQQ, at an average price of $328.09, for a total of 895,739.00 shares. In addition, there have been 6 sales at an average price of $352.32 for 312,173.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Kestra Advisory Services, LLC's estimated gain on his QQQ holdings is $143.63 Mil, reflecting a 48.87% gain to date.
Kestra Advisory Services, LLC QQQ ($561.25) Holding Chart
Kestra Advisory Services, LLC QQQ ($561.25) 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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