Latko Wealth Management, Ltd. QQQM Holdings History
Number of Shares
107,305.00
Current Holdings Value*
$20.71 Mil
% of Portfolio
13.43%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
16.65%
Latko Wealth Management, Ltd.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 107,305.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $20.71 Mil. This investment constitutes 13.43% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.05% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $209.14 for 8,593.00 shares. Based on historical transaction data and QQQM's current price of $228.63, Latko Wealth Management, Ltd.'s estimated gain on his QQQM holdings is $3.76 Mil, reflecting a 16.65% gain to date.
Latko Wealth Management, Ltd. QQQM ($228.63) Holding Chart
Latko Wealth Management, Ltd. QQQM ($228.63) 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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