NEW WAVE WEALTH ADVISORS LLC QQQ Holdings History
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 $565.01, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his QQQ holdings is $1.63 Mil, reflecting a 17.79% gain to date.
NEW WAVE WEALTH ADVISORS LLC QQQ ($565.01) Holding Chart
NEW WAVE WEALTH ADVISORS LLC QQQ ($565.01) 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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