Mutual Advisors, LLC QQQ Holdings History

Number of Shares
56,603.00
Current Holdings Value*
$26.75 Mil
% of Portfolio
0.77%
Total Estimate Gain
$30.10 Mil
% of Total Estimate Gain
38.48%

Mutual Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 56,603.00 shares of INVESCO QQQ Trust(QQQ), totaling $26.75 Mil. This investment constitutes 0.77% of their stock portfolio, and Mutual Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Mutual Advisors, LLC has made 17 purchases of QQQ, at an average price of $262.93, for a total of 297,554.00 shares. In addition, there have been 11 sales at an average price of $317.79 for 240,951.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Mutual Advisors, LLC's estimated gain on his QQQ holdings is $30.10 Mil, reflecting a 38.48% gain to date.

Mutual Advisors, LLC QQQ ($561.25) Holding Chart

Mutual Advisors, LLC QQQ ($561.25) 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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