Number of Shares
23,740.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
3.01%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
37.55%

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 %

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