Number of Shares
26,033.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
8.97%
Total Estimate Gain
$16.71 Mil
% of Total Estimate Gain
42.94%

Legend Financial Advisors, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Legend Financial Advisors, Inc. held 26,033.00 shares of INVESCO QQQ Trust(QQQ), totaling $12.21 Mil. This investment constitutes 8.97% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then Legend Financial Advisors, Inc. has made 10 purchases of QQQ, at an average price of $241.06, for a total of 161,391.00 shares. In addition, there have been 15 sales at an average price of $304.25 for 135,358.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Legend Financial Advisors, Inc.'s estimated gain on his QQQ holdings is $16.71 Mil, reflecting a 42.94% gain to date.

Legend Financial Advisors, Inc. QQQ ($554.20) Holding Chart

Legend Financial Advisors, Inc. 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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