Number of Shares
6,673.00
Current Holdings Value*
$3.13 Mil
% of Portfolio
1.57%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
47.67%

Optimist Retirement Group LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 6,673.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.13 Mil. This investment constitutes 1.57% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 4 purchases of QQQ, at an average price of $380.11, for a total of 6,782.00 shares. In addition, there have been 1 sales at an average price of $449.75 for 109.00 shares. Based on historical transaction data and QQQ's current price of $563.15, Optimist Retirement Group LLC's estimated gain on his QQQ holdings is $1.23 Mil, reflecting a 47.67% gain to date.

Optimist Retirement Group LLC QQQ ($563.15) Holding Chart

Optimist Retirement Group LLC QQQ ($563.15) 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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