Number of Shares
140,429.00
Current Holdings Value*
$65.85 Mil
% of Portfolio
11.48%
Total Estimate Gain
$29.90 Mil
% of Total Estimate Gain
41.99%

Rollins Financial Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Rollins Financial Advisors, LLC held 140,429.00 shares of INVESCO QQQ Trust(QQQ), totaling $65.85 Mil. This investment constitutes 11.48% of their stock portfolio, and Rollins Financial Advisors, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $480.01 for 47,161.00 shares. Based on historical transaction data and QQQ's current price of $558.80, Rollins Financial Advisors, LLC's estimated gain on his QQQ holdings is $29.90 Mil, reflecting a 41.99% gain to date.

Rollins Financial Advisors, LLC QQQ ($558.80) Holding Chart

Rollins Financial Advisors, LLC QQQ ($558.80) 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 %

Top Ranked Articles

  • 1