Number of Shares
10,705.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
17.62%

NEW WAVE WEALTH ADVISORS LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 10,705.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.91 Mil. This investment constitutes 2.51% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 1 purchases of QQQ, at an average price of $452.38, for a total of 20,306.00 shares. In addition, there have been 3 sales at an average price of $497.06 for 9,601.00 shares. Based on historical transaction data and QQQ's current price of $563.55, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his QQQ holdings is $1.62 Mil, reflecting a 17.62% gain to date.

NEW WAVE WEALTH ADVISORS LLC QQQ ($563.55) Holding Chart

NEW WAVE WEALTH ADVISORS LLC QQQ ($563.55) 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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