Rollins Financial Advisors, LLC QQQM Holdings History
Number of Shares
65,358.00
Current Holdings Value*
$12.62 Mil
% of Portfolio
2.2%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
32.17%
Rollins Financial Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Rollins Financial Advisors, LLC held 65,358.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $12.62 Mil. This investment constitutes 2.2% of their stock portfolio, and Rollins Financial Advisors, LLC now holds 0.03% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q4. And since then Rollins Financial Advisors, LLC has made 5 purchases of QQQM, at an average price of $172.60, for a total of 65,358.00 shares. Based on historical transaction data and QQQM's current price of $228.13, Rollins Financial Advisors, LLC's estimated gain on his QQQM holdings is $3.63 Mil, reflecting a 32.17% gain to date.
Rollins Financial Advisors, LLC QQQM ($228.13) Holding Chart
Rollins Financial Advisors, LLC QQQM ($228.13) 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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