Rooted Wealth Advisors, Inc. QQQM Holdings History
Rooted Wealth Advisors, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 31,847.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $7.27 Mil. This investment constitutes 2.51% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q3. And since then Rooted Wealth Advisors, Inc. has made 8 purchases of QQQM, at an average price of $178.56, for a total of 31,847.00 shares. Based on historical transaction data and QQQM's current price of $231.05, Rooted Wealth Advisors, Inc.'s estimated gain on his QQQM holdings is $1.67 Mil, reflecting a 29.39% gain to date.
Rooted Wealth Advisors, Inc. QQQM ($231.05) Holding Chart
Rooted Wealth Advisors, Inc. QQQM ($231.05) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
