Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$22.59 Mil
% of Total Estimate Gain
28.03%

M Holdings Securities, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held - shares of INVESCO QQQ Trust(QQQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and M Holdings Securities, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 19 purchases of QQQ, at an average price of $299.65, for a total of 268,974.00 shares. In addition, there have been 12 sales at an average price of $383.64 for 268,974.00 shares. Based on historical transaction data and QQQ's current price of $544.54, M Holdings Securities, Inc.'s estimated gain on his QQQ holdings is $22.59 Mil, reflecting a 28.03% gain to date.

M Holdings Securities, Inc. QQQ ($544.54) Holding Chart

M Holdings Securities, Inc. QQQ ($544.54) 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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