Number of Shares
25,147.00
Current Holdings Value*
$4.85 Mil
% of Portfolio
3.52%
Total Estimate Gain
$571,526.63
% of Total Estimate Gain
10.56%

MPWM ADVISORY SOLUTIONS, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 25,147.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $4.85 Mil. This investment constitutes 3.52% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $209.18 for 831.00 shares. Based on historical transaction data and QQQM's current price of $231.05, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his QQQM holdings is $571,526.63, reflecting a 10.56% gain to date.

MPWM ADVISORY SOLUTIONS, LLC QQQM ($231.05) Holding Chart

MPWM ADVISORY SOLUTIONS, LLC QQQM ($231.05) 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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