Number of Shares
2,000.00
Current Holdings Value*
$937,840.00
% of Portfolio
0.15%
Total Estimate Gain
$15.38 Mil
% of Total Estimate Gain
8.59%

SUMMIT SECURITIES GROUP LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, SUMMIT SECURITIES GROUP LLC held 2,000.00 shares of INVESCO QQQ Trust(QQQ), totaling $937,840.00. This investment constitutes 0.15% of their stock portfolio, and SUMMIT SECURITIES GROUP LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q4. And since then SUMMIT SECURITIES GROUP LLC has made 15 purchases of QQQ, at an average price of $269.64, for a total of 664,282.00 shares. In addition, there have been 13 sales at an average price of $283.23 for 641,744.00 shares. Based on historical transaction data and QQQ's current price of $565.01, SUMMIT SECURITIES GROUP LLC's estimated gain on his QQQ holdings is $15.38 Mil, reflecting a 8.59% gain to date.

SUMMIT SECURITIES GROUP LLC QQQ ($565.01) Holding Chart

SUMMIT SECURITIES GROUP 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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