Levy Wealth Management Group, LLC QQQM Holdings History
Levy Wealth Management Group, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 191,972.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $37.84 Mil. This investment constitutes 9.69% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q3. And since then Levy Wealth Management Group, LLC has made 5 purchases of QQQM, at an average price of $127.84, for a total of 200,933.00 shares. In addition, there have been 2 sales at an average price of $152.66 for 8,961.00 shares. Based on historical transaction data and QQQM's current price of $228.13, Levy Wealth Management Group, LLC's estimated gain on his QQQM holdings is $19.48 Mil, reflecting a 75.82% gain to date.
Levy Wealth Management Group, LLC QQQM ($228.13) Holding Chart
Levy Wealth Management Group, LLC QQQM ($228.13) 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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