Number of Shares
87,630.00
Current Holdings Value*
$27.96 Mil
% of Portfolio
8.51%
Total Estimate Gain
$28.66 Mil
% of Total Estimate Gain
112.41%

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

As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 87,630.00 shares of INVESCO QQQ Trust(QQQ), totaling $27.96 Mil. This investment constitutes 8.51% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 4 purchases of QQQ, at an average price of $237.87, for a total of 107,171.00 shares. In addition, there have been 1 sales at an average price of $294.04 for 19,541.00 shares. Based on historical transaction data and QQQ's current price of $552.34, Lighthouse Financial Advisors, Inc.'s estimated gain on his QQQ holdings is $28.66 Mil, reflecting a 112.41% gain to date.

Lighthouse Financial Advisors, Inc. QQQ ($552.34) Holding Chart

Lighthouse Financial Advisors, Inc. QQQ ($552.34) 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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