Number of Shares
12,321.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
4.19%
Total Estimate Gain
$673,747.91
% of Total Estimate Gain
10.79%

MPWM ADVISORY SOLUTIONS, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 12,321.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.78 Mil. This investment constitutes 4.19% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of QQQ, at an average price of $506.58, for a total of 12,321.00 shares. Based on historical transaction data and QQQ's current price of $561.26, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his QQQ holdings is $673,747.91, reflecting a 10.79% gain to date.

MPWM ADVISORY SOLUTIONS, LLC QQQ ($561.26) Holding Chart

MPWM ADVISORY SOLUTIONS, LLC QQQ ($561.26) 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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