Lauer Wealth, LLC QQQ Holdings History

Number of Shares
43,563.00
Current Holdings Value*
$20.71 Mil
% of Portfolio
15.94%
Total Estimate Gain
$8.87 Mil
% of Total Estimate Gain
43.82%

Lauer Wealth, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Lauer Wealth, LLC held 43,563.00 shares of INVESCO QQQ Trust(QQQ), totaling $20.71 Mil. This investment constitutes 15.94% of their stock portfolio, and Lauer Wealth, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 4 purchases of QQQ, at an average price of $360.01, for a total of 56,243.00 shares. In addition, there have been 4 sales at an average price of $385.61 for 12,680.00 shares. Based on historical transaction data and QQQ's current price of $556.22, Lauer Wealth, LLC's estimated gain on his QQQ holdings is $8.87 Mil, reflecting a 43.82% gain to date.

Lauer Wealth, LLC QQQ ($556.22) Holding Chart

Lauer Wealth, LLC QQQ ($556.22) 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