Number of Shares
13,741.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
3.35%
Total Estimate Gain
$755,376.43
% of Total Estimate Gain
10.86%

RICHARDS, MERRILL & PETERSON, INC.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, RICHARDS, MERRILL & PETERSON, INC. held 13,741.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.44 Mil. This investment constitutes 3.35% of their stock portfolio, and RICHARDS, MERRILL & PETERSON, INC. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then RICHARDS, MERRILL & PETERSON, INC. has made 1 purchases of QQQ, at an average price of $506.29, for a total of 13,741.00 shares. Based on historical transaction data and QQQ's current price of $561.26, RICHARDS, MERRILL & PETERSON, INC.'s estimated gain on his QQQ holdings is $755,376.43, reflecting a 10.86% gain to date.

RICHARDS, MERRILL & PETERSON, INC. QQQ ($561.26) Holding Chart

RICHARDS, MERRILL & PETERSON, INC. 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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