Number of Shares
8,906.00
Current Holdings Value*
$4.18 Mil
% of Portfolio
2.93%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
36.79%

Royal Capital Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Royal Capital Wealth Management, LLC held 8,906.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.18 Mil. This investment constitutes 2.93% of their stock portfolio, and Royal Capital Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then Royal Capital Wealth Management, LLC has made 10 purchases of QQQ, at an average price of $406.75, for a total of 9,195.00 shares. In addition, there have been 2 sales at an average price of $291.15 for 289.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Royal Capital Wealth Management, LLC's estimated gain on his QQQ holdings is $1.38 Mil, reflecting a 36.79% gain to date.

Royal Capital Wealth Management, LLC QQQ ($565.01) Holding Chart

Royal Capital Wealth Management, LLC QQQ ($565.01) 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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