Number of Shares
59,605.00
Current Holdings Value*
$27.95 Mil
% of Portfolio
0.83%
Total Estimate Gain
$135.79 Mil
% of Total Estimate Gain
44.30%

RITHOLTZ WEALTH MANAGEMENT's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 59,605.00 shares of INVESCO QQQ Trust(QQQ), totaling $27.95 Mil. This investment constitutes 0.83% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 21 purchases of QQQ, at an average price of $254.97, for a total of 1.20 Mil shares. In addition, there have been 7 sales at an average price of $357.83 for 1.14 Mil shares. Based on historical transaction data and QQQ's current price of $561.14, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his QQQ holdings is $135.79 Mil, reflecting a 44.30% gain to date.

RITHOLTZ WEALTH MANAGEMENT QQQ ($561.14) Holding Chart

RITHOLTZ WEALTH MANAGEMENT QQQ ($561.14) 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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