OAK FAMILY ADVISORS, LLC QQQ Holdings History
OAK FAMILY ADVISORS, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, OAK FAMILY ADVISORS, LLC held 302.00 shares of INVESCO QQQ Trust(QQQ), totaling $166,600.00. 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 2 purchases of QQQ, at an average price of $474.17, for a total of 302.00 shares. Based on historical transaction data and QQQ's current price of $561.26, OAK FAMILY ADVISORS, LLC's estimated gain on his QQQ holdings is $26,301.14, reflecting a 18.37% gain to date.
OAK FAMILY ADVISORS, LLC QQQ ($561.26) Holding Chart
OAK FAMILY 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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