Key Client Fiduciary Advisors, LLC QQQ Holdings History
Key Client Fiduciary Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Key Client Fiduciary Advisors, LLC held 8,957.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.20 Mil. This investment constitutes 1.91% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 11 purchases of QQQ, at an average price of $370.49, for a total of 9,707.00 shares. In addition, there have been 2 sales at an average price of $351.83 for 750.00 shares. Based on historical transaction data and QQQ's current price of $552.34, Key Client Fiduciary Advisors, LLC's estimated gain on his QQQ holdings is $1.61 Mil, reflecting a 44.90% gain to date.
Key Client Fiduciary Advisors, LLC QQQ ($552.34) Holding Chart
Key Client Fiduciary Advisors, LLC QQQ ($552.34) 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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