Lowe Wealth Advisors, LLC QQQ Holdings History
Lowe Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Lowe Wealth Advisors, LLC held 44,600.00 shares of INVESCO QQQ Trust(QQQ), totaling $20.91 Mil. This investment constitutes 8.89% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2015Q1. And since then Lowe Wealth Advisors, LLC has made 3 purchases of QQQ, at an average price of $106.96, for a total of 131,818.00 shares. In addition, there have been 25 sales at an average price of $242.97 for 87,218.00 shares. Based on historical transaction data and QQQ's current price of $548.09, Lowe Wealth Advisors, LLC's estimated gain on his QQQ holdings is $31.54 Mil, reflecting a 223.67% gain to date.
Lowe Wealth Advisors, LLC QQQ ($548.09) Holding Chart
Lowe Wealth Advisors, LLC QQQ ($548.09) 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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