SAX WEALTH ADVISORS, LLC QQQM Holdings History
SAX WEALTH ADVISORS, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 362,242.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $69.92 Mil. This investment constitutes 5% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.17% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q3. And since then SAX WEALTH ADVISORS, LLC has made 11 purchases of QQQM, at an average price of $172.98, for a total of 362,242.00 shares. Based on historical transaction data and QQQM's current price of $228.13, SAX WEALTH ADVISORS, LLC's estimated gain on his QQQM holdings is $19.98 Mil, reflecting a 31.88% gain to date.
SAX WEALTH ADVISORS, LLC QQQM ($228.13) Holding Chart
SAX WEALTH 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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