Number of Shares
10,737.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
22.53%

PRIVATE CLIENT SERVICES, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 10,737.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.92 Mil. This investment constitutes 2.31% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 6 purchases of QQQ, at an average price of $453.26, for a total of 10,737.00 shares. Based on historical transaction data and QQQ's current price of $555.37, PRIVATE CLIENT SERVICES, LLC's estimated gain on his QQQ holdings is $1.10 Mil, reflecting a 22.53% gain to date.

PRIVATE CLIENT SERVICES, LLC QQQ ($555.37) Holding Chart

PRIVATE CLIENT SERVICES, LLC QQQ ($555.37) 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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