OAK FAMILY ADVISORS, LLC QQQ Holdings History
Number of Shares
290.00
Current Holdings Value*
$135,990.00
% of Portfolio
0.05%
Total Estimate Gain
$24,377.40
% of Total Estimate Gain
17.76%
OAK FAMILY ADVISORS, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, OAK FAMILY ADVISORS, LLC held 290.00 shares of INVESCO QQQ Trust(QQQ), totaling $135,990.00. This investment constitutes 0.05% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q3. And since then OAK FAMILY ADVISORS, LLC has made 1 purchases of QQQ, at an average price of $473.23, for a total of 290.00 shares. Based on historical transaction data and QQQ's current price of $557.29, OAK FAMILY ADVISORS, LLC's estimated gain on his QQQ holdings is $24,377.40, reflecting a 17.76% gain to date.
OAK FAMILY ADVISORS, LLC QQQ ($557.29) Holding Chart
OAK FAMILY ADVISORS, LLC QQQ ($557.29) 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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