Number of Shares
15,067.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
4.58%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
16.41%

Latko Wealth Management, Ltd.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Latko Wealth Management, Ltd. held 15,067.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.07 Mil. This investment constitutes 4.58% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $507.30 for 1,153.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Latko Wealth Management, Ltd.'s estimated gain on his QQQ holdings is $1.26 Mil, reflecting a 16.41% gain to date.

Latko Wealth Management, Ltd. QQQ ($554.20) Holding Chart

Latko Wealth Management, Ltd. QQQ ($554.20) 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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