ORBA Wealth Advisors, L.L.C. QQQ Holdings History
ORBA Wealth Advisors, L.L.C.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 14,769.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.93 Mil. This investment constitutes 3.49% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 4 purchases of QQQ, at an average price of $415.37, for a total of 14,954.00 shares. In addition, there have been 1 sales at an average price of $506.19 for 185.00 shares. Based on historical transaction data and QQQ's current price of $561.80, ORBA Wealth Advisors, L.L.C.'s estimated gain on his QQQ holdings is $2.18 Mil, reflecting a 35.09% gain to date.
ORBA Wealth Advisors, L.L.C. QQQ ($561.80) Holding Chart
ORBA Wealth Advisors, L.L.C. QQQ ($561.80) 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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