Milestone Asset Management Group, LLC QQQ Holdings History
Number of Shares
11,943.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
5.06%
Total Estimate Gain
$581,026.95
% of Total Estimate Gain
9.58%
Milestone Asset Management Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 11,943.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.60 Mil. This investment constitutes 5.06% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of QQQ, at an average price of $508.07, for a total of 11,943.00 shares. Based on historical transaction data and QQQ's current price of $556.72, Milestone Asset Management Group, LLC's estimated gain on his QQQ holdings is $581,026.95, reflecting a 9.58% gain to date.
Milestone Asset Management Group, LLC QQQ ($556.72) Holding Chart
Milestone Asset Management Group, LLC QQQ ($556.72) 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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