NEW WAVE WEALTH ADVISORS LLC QQQM Holdings History
NEW WAVE WEALTH ADVISORS LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 33,699.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $7.65 Mil. This investment constitutes 3.25% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 2 purchases of QQQM, at an average price of $201.08, for a total of 34,848.00 shares. In addition, there have been 2 sales at an average price of $197.31 for 1,149.00 shares. Based on historical transaction data and QQQM's current price of $232.10, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his QQQM holdings is $1.04 Mil, reflecting a 14.86% gain to date.
NEW WAVE WEALTH ADVISORS LLC QQQM ($232.10) Holding Chart
NEW WAVE WEALTH ADVISORS LLC QQQM ($232.10) 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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