Number of Shares
24,987.00
Current Holdings Value*
$13.78 Mil
% of Portfolio
9.47%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
10.61%

Refined Wealth Management's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Refined Wealth Management held 24,987.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.78 Mil. This investment constitutes 9.47% of their stock portfolio, and Refined Wealth Management now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2025Q1. And since then Refined Wealth Management has made 2 purchases of QQQ, at an average price of $507.89, for a total of 24,987.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Refined Wealth Management's estimated gain on his QQQ holdings is $1.35 Mil, reflecting a 10.61% gain to date.

Refined Wealth Management QQQ ($561.80) Holding Chart

Refined Wealth Management QQQ ($561.80) 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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