LJI Wealth Management, LLC QQQ Holdings History
LJI Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 27,868.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.07 Mil. This investment constitutes 2.6% of their stock portfolio, and LJI Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 6 purchases of QQQ, at an average price of $293.86, for a total of 31,917.00 shares. In addition, there have been 3 sales at an average price of $435.62 for 4,049.00 shares. Based on historical transaction data and QQQ's current price of $561.26, LJI Wealth Management, LLC's estimated gain on his QQQ holdings is $8.03 Mil, reflecting a 85.57% gain to date.
LJI Wealth Management, LLC QQQ ($561.26) Holding Chart
LJI Wealth Management, LLC QQQ ($561.26) 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
