SURIENCE PRIVATE WEALTH LLC QQQ Holdings History
SURIENCE PRIVATE WEALTH LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 21,290.00 shares of INVESCO QQQ Trust(QQQ), totaling $11.74 Mil. This investment constitutes 11.03% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then SURIENCE PRIVATE WEALTH LLC has made 7 purchases of QQQ, at an average price of $376.10, for a total of 163,600.00 shares. In addition, there have been 7 sales at an average price of $369.59 for 142,310.00 shares. Based on historical transaction data and QQQ's current price of $565.01, SURIENCE PRIVATE WEALTH LLC's estimated gain on his QQQ holdings is $3.10 Mil, reflecting a 5.03% gain to date.
SURIENCE PRIVATE WEALTH LLC QQQ ($565.01) Holding Chart
SURIENCE PRIVATE 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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