Kiely Wealth Advisory Group, Inc. QQQ Holdings History
Kiely Wealth Advisory Group, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 4,968.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.21 Mil. This investment constitutes 1.42% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 3 purchases of QQQ, at an average price of $401.40, for a total of 5,060.00 shares. In addition, there have been 1 sales at an average price of $473.23 for 92.00 shares. Based on historical transaction data and QQQ's current price of $556.08, Kiely Wealth Advisory Group, Inc.'s estimated gain on his QQQ holdings is $775,082.48, reflecting a 38.16% gain to date.
Kiely Wealth Advisory Group, Inc. QQQ ($556.08) Holding Chart
Kiely Wealth Advisory Group, Inc. QQQ ($556.08) 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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