Navis Wealth Advisors, LLC QQQ Holdings History
Navis Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 22,036.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.33 Mil. This investment constitutes 10.15% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 11 purchases of QQQ, at an average price of $361.16, for a total of 33,328.00 shares. In addition, there have been 6 sales at an average price of $353.18 for 11,292.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Navis Wealth Advisors, LLC's estimated gain on his QQQ holdings is $4.32 Mil, reflecting a 35.88% gain to date.
Navis Wealth Advisors, LLC QQQ ($561.26) Holding Chart
Navis Wealth Advisors, LLC QQQ ($561.26) 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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