Number of Shares
17,962.00
Current Holdings Value*
$9.99 Mil
% of Portfolio
4.41%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
48.18%

O'Connor Financial Group LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 17,962.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.99 Mil. This investment constitutes 4.41% of their stock portfolio, and O'Connor Financial Group LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 7 purchases of QQQ, at an average price of $371.22, for a total of 19,058.00 shares. In addition, there have been 2 sales at an average price of $366.94 for 1,096.00 shares. Based on historical transaction data and QQQ's current price of $561.25, O'Connor Financial Group LLC's estimated gain on his QQQ holdings is $3.41 Mil, reflecting a 48.18% gain to date.

O'Connor Financial Group LLC QQQ ($561.25) Holding Chart

O'Connor Financial Group LLC QQQ ($561.25) 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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