Number of Shares
59,565.00
Current Holdings Value*
$32.86 Mil
% of Portfolio
19.82%
Total Estimate Gain
$9.97 Mil
% of Total Estimate Gain
41.37%

NRI Wealth Management LC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, NRI Wealth Management LC held 59,565.00 shares of INVESCO QQQ Trust(QQQ), totaling $32.86 Mil. This investment constitutes 19.82% of their stock portfolio, and NRI Wealth Management LC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 3 purchases of QQQ, at an average price of $396.75, for a total of 60,730.00 shares. Based on historical transaction data and QQQ's current price of $563.05, NRI Wealth Management LC's estimated gain on his QQQ holdings is $9.97 Mil, reflecting a 41.37% gain to date.

NRI Wealth Management LC QQQ ($563.05) Holding Chart

NRI Wealth Management LC QQQ ($563.05) 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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