Marshall Financial Group, LLC QQQ Holdings History
Marshall Financial Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Marshall Financial Group, LLC held 28,278.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.26 Mil. This investment constitutes 2.9% of their stock portfolio, and Marshall Financial Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q2. And since then Marshall Financial Group, LLC has made 6 purchases of QQQ, at an average price of $418.61, for a total of 30,904.00 shares. In addition, there have been 6 sales at an average price of $432.17 for 2,626.00 shares. Based on historical transaction data and QQQ's current price of $551.64, Marshall Financial Group, LLC's estimated gain on his QQQ holdings is $3.80 Mil, reflecting a 29.35% gain to date.
Marshall Financial Group, LLC QQQ ($551.64) Holding Chart
Marshall Financial Group, LLC QQQ ($551.64) 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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