LAKE STREET PRIVATE WEALTH, LLC QQQ Holdings History
LAKE STREET PRIVATE WEALTH, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 37,408.00 shares of INVESCO QQQ Trust(QQQ), totaling $17.54 Mil. This investment constitutes 2.86% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 19 purchases of QQQ, at an average price of $283.29, for a total of 45,159.00 shares. In addition, there have been 5 sales at an average price of $417.60 for 7,751.00 shares. Based on historical transaction data and QQQ's current price of $563.42, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his QQQ holdings is $11.52 Mil, reflecting a 90.05% gain to date.
LAKE STREET PRIVATE WEALTH, LLC QQQ ($563.42) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC QQQ ($563.42) 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
