Number of Shares
61,595.00
Current Holdings Value*
$28.88 Mil
% of Portfolio
2.34%
Total Estimate Gain
$19.77 Mil
% of Total Estimate Gain
24.03%

Regal Investment Advisors LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 61,595.00 shares of INVESCO QQQ Trust(QQQ), totaling $28.88 Mil. This investment constitutes 2.34% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 23 purchases of QQQ, at an average price of $240.21, for a total of 342,427.00 shares. In addition, there have been 14 sales at an average price of $243.07 for 280,832.00 shares. Based on historical transaction data and QQQ's current price of $548.09, Regal Investment Advisors LLC's estimated gain on his QQQ holdings is $19.77 Mil, reflecting a 24.03% gain to date.

Regal Investment Advisors LLC QQQ ($548.09) Holding Chart

Regal Investment Advisors LLC QQQ ($548.09) 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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