National Wealth Management Group, LLC QQQM Holdings History
National Wealth Management Group, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 23,740.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $4.58 Mil. This investment constitutes 3.01% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q3. And since then National Wealth Management Group, LLC has made 5 purchases of QQQM, at an average price of $156.14, for a total of 35,945.00 shares. In addition, there have been 3 sales at an average price of $180.52 for 12,205.00 shares. Based on historical transaction data and QQQM's current price of $232.37, National Wealth Management Group, LLC's estimated gain on his QQQM holdings is $2.11 Mil, reflecting a 37.55% gain to date.
National Wealth Management Group, LLC QQQM ($232.37) Holding Chart
National Wealth Management Group, LLC QQQM ($232.37) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
