Number of Shares
3,587.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
2.79%
Total Estimate Gain
$555,910.83
% of Total Estimate Gain
32.36%

One Wealth Management Investment & Advisory Services, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 3,587.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.68 Mil. This investment constitutes 2.79% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 3 purchases of QQQ, at an average price of $410.14, for a total of 4,189.00 shares. In addition, there have been 2 sales at an average price of $433.11 for 602.00 shares. Based on historical transaction data and QQQ's current price of $561.26, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his QQQ holdings is $555,910.83, reflecting a 32.36% gain to date.

One Wealth Management Investment & Advisory Services, LLC QQQ ($561.26) Holding Chart

One Wealth Management Investment & Advisory Services, 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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