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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