Number of Shares
9,147.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
5.47%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
46.79%

Objective Capital Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 9,147.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.29 Mil. This investment constitutes 5.47% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 5 purchases of QQQ, at an average price of $347.88, for a total of 13,810.00 shares. In addition, there have been 7 sales at an average price of $410.37 for 4,663.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Objective Capital Management, LLC's estimated gain on his QQQ holdings is $2.25 Mil, reflecting a 46.79% gain to date.

Objective Capital Management, LLC QQQ ($561.80) Holding Chart

Objective Capital Management, LLC 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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