Number of Shares
4,872.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
1.22%
Total Estimate Gain
$311,081.88
% of Total Estimate Gain
12.97%

Proactive Wealth Strategies LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Proactive Wealth Strategies LLC held 4,872.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.28 Mil. This investment constitutes 1.22% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 2 purchases of QQQ, at an average price of $492.37, for a total of 4,872.00 shares. Based on historical transaction data and QQQ's current price of $556.22, Proactive Wealth Strategies LLC's estimated gain on his QQQ holdings is $311,081.88, reflecting a 12.97% gain to date.

Proactive Wealth Strategies LLC QQQ ($556.22) Holding Chart

Proactive Wealth Strategies LLC QQQ ($556.22) 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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