Number of Shares
14,601.00
Current Holdings Value*
$6.85 Mil
% of Portfolio
5.41%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
42.49%

M3 Advisory Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, M3 Advisory Group, LLC held 14,601.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.85 Mil. This investment constitutes 5.41% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 5 purchases of QQQ, at an average price of $390.36, for a total of 14,601.00 shares. Based on historical transaction data and QQQ's current price of $556.22, M3 Advisory Group, LLC's estimated gain on his QQQ holdings is $2.42 Mil, reflecting a 42.49% gain to date.

M3 Advisory Group, LLC QQQ ($556.22) Holding Chart

M3 Advisory Group, LLC QQQ ($556.22) 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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