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
$8.69 Mil
% of Total Estimate Gain
42.92%
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 $552.03, Lauer Wealth, LLC's estimated gain on his QQQ holdings is $8.69 Mil, reflecting a 42.92% gain to date.
Lauer Wealth, LLC QQQ ($552.03) Holding Chart
Lauer Wealth, LLC QQQ ($552.03) 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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