LEGACY CAPITAL WEALTH MANAGEMENT, LLC QQQM Holdings History
Number of Shares
49,927.00
Current Holdings Value*
$10.51 Mil
% of Portfolio
10.43%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
10.06%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2024-12-31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 49,927.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $10.51 Mil. This investment constitutes 10.43% of their stock portfolio, and LEGACY CAPITAL WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and QQQM's current price of $229.31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his QQQM holdings is $1.05 Mil, reflecting a 10.06% gain to date.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC QQQM ($229.31) Holding Chart
LEGACY CAPITAL WEALTH MANAGEMENT, LLC QQQM ($229.31) 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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