Number of Shares
18,709.00
Current Holdings Value*
$8.77 Mil
% of Portfolio
7.57%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
10.77%

Lighthouse Financial LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Lighthouse Financial LLC held 18,709.00 shares of INVESCO QQQ Trust(QQQ), totaling $8.77 Mil. This investment constitutes 7.57% of their stock portfolio, and Lighthouse Financial LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 161.00 shares. Based on historical transaction data and QQQ's current price of $561.18, Lighthouse Financial LLC's estimated gain on his QQQ holdings is $1.03 Mil, reflecting a 10.77% gain to date.

Lighthouse Financial LLC QQQ ($561.18) Holding Chart

Lighthouse Financial LLC QQQ ($561.18) 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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