SMART Wealth LLC QQQ Holdings History
SMART Wealth LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, SMART Wealth LLC held 7,378.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.46 Mil. This investment constitutes 1.24% of their stock portfolio, and SMART Wealth LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then SMART Wealth LLC has made 1 purchases of QQQ, at an average price of $456.30, for a total of 18,653.00 shares. In addition, there have been 2 sales at an average price of $496.05 for 11,275.00 shares. Based on historical transaction data and QQQ's current price of $565.01, SMART Wealth LLC's estimated gain on his QQQ holdings is $1.25 Mil, reflecting a 14.69% gain to date.
SMART Wealth LLC QQQ ($565.01) Holding Chart
SMART Wealth 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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