RETIREMENT FINANCIAL SOLUTIONS, LLC QQQM Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 63,063.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $12.17 Mil. This investment constitutes 7.36% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.03% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 4 purchases of QQQM, at an average price of $161.08, for a total of 98,941.00 shares. In addition, there have been 2 sales at an average price of $208.60 for 35,878.00 shares. Based on historical transaction data and QQQM's current price of $225.60, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his QQQM holdings is $5.77 Mil, reflecting a 36.23% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC QQQM ($225.60) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, LLC QQQM ($225.60) 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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