Number of Shares
31,057.00
Current Holdings Value*
$14.56 Mil
% of Portfolio
1.97%
Total Estimate Gain
$9.73 Mil
% of Total Estimate Gain
63.12%

Moloney Securities Asset Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held 31,057.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.56 Mil. This investment constitutes 1.97% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Moloney Securities Asset Management, LLC has made 21 purchases of QQQ, at an average price of $325.43, for a total of 47,377.00 shares. In addition, there have been 7 sales at an average price of $470.54 for 16,320.00 shares. Based on historical transaction data and QQQ's current price of $562.56, Moloney Securities Asset Management, LLC's estimated gain on his QQQ holdings is $9.73 Mil, reflecting a 63.12% gain to date.

Moloney Securities Asset Management, LLC QQQ ($562.56) Holding Chart

Moloney Securities Asset Management, LLC QQQ ($562.56) 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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